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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
CARES Act Loans – Top banks to receive loans.

The CARES Act requires small business to go through a SBA lender in order to receive either of the loan… Read More

Cares Act Loans
CARES Act Loan Program Summary

The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) has two loan components. Decision Tree Financial has compiled the… Read More

The IRS has officially extended 2019 tax filing season

The IRS has changed tax filing season for 2019 which includes changes to when payments are due. Person taxes are… Read More

Key People
Kevin Wenke MBA, CFP©, CLU©

NMLS#1910000

Paul Beavin
Paul T Beavin