Our biggest service demand is college & retirement planning.  73% of parents say college is important but have no real plan to pay.

For more info, please watch the presentation below. 

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.

Additional 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