Very Big Concerns
Parents who value an education know that the path in front of them and their children is not easy. There are many obstacles to overcome along the way, least of which is financial. Harold Green personally knows that challenge parents face, as it’s one he’s facing with his own children.
A financial planner by trade, Harold saw up-close the need many young students had to fund their college dreams, and he felt it was a calling to help parents figure out these critical issues and avoid having another young adult who has to choose a job instead of furthering his or her education.
Many parents are having to choose between helping with college or funding their own retirement. This has placed tremendous strain on the modern family especially with the cost of college rising higher and higher each year!
For Harold, BrightTree Financial is a way to really help families succeed. He says, “People are being marketed according to what’s profitable to investment institutions, not what’s best for them.” In reality, with proper planning, clients can have their cake and eat it too.
He appreciates the trust his clients place in him, and that feeling that someone trusts, believes in him, has faith in him to get the job done is why he views each client as a relationship, not a commodity.
That value in relationships is born of his experience helping clients succeed, and repaid greatly in the gratitude they share. The trust they were willing to put in him has kept him motivated to continue helping others.
We live in a world dominated by immediate gratification with no thought or plan for the future. However, we think you’re different. We believe that you value the future. You know that dreams don’t happen magically or overnight, and by taking this first step of sitting down in a free consultation with Harold and BrightTree Financial, you will realize the value of:
- Getting your family into a position to obtain the financial aid at the right school for your child if that is your situation.
- Opening your financial network so assets communicate because asset integration helps achieve your goals much faster than traditional financial planning.
- Having someone work with you to strategize and implement a plan that achieves your goals and objectives.
Life is never easy, but with the right planning and the right assistance, BrightTree Financial can help you overcome those challenges. Harold’s favorite quote is, “You’re not finished when you’re defeated. You’re finished when you quit.” – Van Crouch.
So if you’ve started planning but haven’t had the success that you’ve desired, it’s simply a phone call away. With a few tweaks, your goals could very well be within reach! Mahalo and welcome to BrightTree Financial! Dream – Plan – Accomplish!