Services

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.

In-service Distributions

Financial Planning & Advising

Retirement Planning

401(k) Advice & Management

Insurance Consulting & Advising

College Financial Planning & Admission Counselling

Wealth Management

Business Advising

Charitable Advising & Gift Planning

Pension Planning & Advising

Net Retirement Income Maximization

Cash Flow Management Systems

Investment Advisory Services

Fiduciary Guidance

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.