20 YEARS OF EXPERIENCE

At BrightTree, we have over 50 years of combined experience in the areas of financial planning, taxes, investing, and college planning and advising!

BEST INDUSTRY EXPERTS

BrightTree is an industry leader in the college planning and retirement arena.  We assist hundreds of families each year navigate the college planning process all while successfully staying on track to retirement!

FAST & EFFECTIVE SOLLUTIONS

We implement strategies that may be complex in nature but it’s done in a way that’s easy to understand and maintain for our clients.

FLEXIBLE PRICING SYSTEM

Our prices are competitive and on par with our Mainland counterparts.  Due to the nature and complexity involved with the planning process, prices may vary.

Contact Us Today!

Initial Consultation Is Free!

Our Specialties

WHY HIRE US?

Industry Experience

At BrightTree, we have over 50 years of combined experience in the areas of financial planning, taxes, investing, and college planning and advising!

Brilliant Team

Our staff is extremely talented and provide the best solutions and services!

Creative & Professional

Creativity is one that traits that is lacking in our industry.  BrightTree does not offer one-size-fits-all strategies but instead we listen to our clients, put ourselves in their shoes, and create plans that are best for them. 

Complex Solutions

Sometimes financial challenges can be extremely difficult.  We have the ability to solve them with your trust, effort, and commitment to achieving a positive outcome. 

100% Result Guarantee

Our services are guaranteed in writing!

5 MAIN REASONS TO CHOOSE US

Fast response times! – Our goal is to respond to our clients with answers and solutions within 24-48 hours of being contacted!
Client focused versus revenue focused! – When it comes to providing a service for a fee, we believe it must be fair and equitable.  It is always our goal to create a win-win environment.
Results Results Results! – That’s what clients hire us to do and we deliver!
Availability! – We are here for our clients during the week and on the weekend!
Hand-holding! – If need be, we will walk with you hand in hand until you have a firm grasp of the planning on your own.  Our goal is to never allow our clients to feel as if we don’t have their best interest in mind!
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20% OFF COLLEGE PLANNING SERVICES!

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20% OFF RAPID RETIRE!

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REFER A FRIEND AND GET A DISCOUNT!

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