At BrightTree, all of our services are tailor-made for your specific needs. No cookie-cutter, one-size-fits-all type of planning. Although financial theories and concepts tend to somewhat stay the same, the way they are implemented should be based on a person or family’s individual needs.
We offer a wide range of services.
Financial Planning & Advising
401(k) Advice & Management
Insurance Consulting & Advising
College Financial Planning & Admission Counselling
Charitable Advising & Gift Planning
Pension Planning & Advising
Net Retirement Income Maximization
Cash Flow Management Systems
Investment Advisory Services
Have kids and need to start preparing for college!
Start today by attending a Free College Preparation & Strategy Workshop
You can register online or give us a call at 521-4401.
Asset management and investment Advisory Services offered through Guardian Pointe Private Wealth Management LLC., a SEC Registered Investment Advisor Firm. Headquartered at 1024 E. Grand River Ave Brighton, Michigan 48116 / Toll Free 844-944-1044. Harold Green is an Investment Advisor Representative of Guardian Pointe Private Wealth Management LLC. BrightTree Financial and Guardian Pointe Private Wealth Management LLC. are separate entities and are not affiliated.