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Decision Tree Tax Advisors

Personal and Business Accounting and Tax Services. Our Mission is to Help You Put More Money in Your Pocket.

Decision Tree Insurance Advisors

Personal and Business Insurance – Find Out How We Identify Your Risks and Find the Best Strategy to Minimize Their Potential Impact On Your Bottom Line!

Decision Tree Mortgage Advisors

Purchase or Refinance a Home – Find Out How We Can Help You Find the Best Program to Purchase or Refinance a Home. NMLS #1910000

Decision Tree Financial Planning

Take a Comprehensive Approach to Income, Taxes, Insurance, Debt, Investments and Estate Planning. Work with one of our CFP® or ChFC® Professionals to Put It All Together for You.

Decision Tree Financial Blog
Advantages and disadvantages of serps
Supplement Executive Retirement Plans – Advantages and Disadvantages

Supplemental Executive Retirement Plans (SERPs) have advantages and disadvantages to consider when determining if they are the right solution for… Read More

when an executive receives SERP benefits
When Does an Executive Receive SERP Benefits?

Supplemental Executive Retirement Plan (SERP) benefits are typically paid out to the executive when one of three events occur. The… Read More

Tax consideration to business of SERPS
What Are the Business’s Tax Consequences of Establishing a SERP?

As a nonqualified retirement plan, SERPs have various tax consequences to the sponsoring business to understand. Specifically, one of the business tax… Read More

Key People
Kevin Wenke MBA, CFP©, CLU©

NMLS#1910000

Paul Beavin
Paul T Beavin