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How Can Your Wealth Help You Have The Life You Desire?

Do You Need To Work With a Financial Planner?

The simple answer it NO, you do not.

The fact is that most people don’t work with a financial planner and they continue on with their lives. They make financial decisions one at a time, at different times with different advisors under different situations. On a personal level, they get information from TV, magazines and friends on how they may be able to decrease their taxes, maybe increase their investment returns, take retirement income, decide what kinds of insurance they should buy and how to balance their budgets without fully understanding how each financial decision they make potentially impacts the other aspect of their financial lives.

When making important financial decisions in isolation from each other with the hope and prayer that everything works out they experience a feeling they are working twice as hard as they should while only getting half as far as they want.

The video of the car above is funny, and absurd, because everyone knows that isn’t how anyone would ever think of driving down a road in a vehicle. It is dangerous to drive when everything is out of alignment causing loss a of control.

Decision Tree Financial’s Planning Process

Decision Tree Financial’s Wealth Performance and Protection System (WPPS) is our financial planning process that will organize your finances and bring clarity to decision making abilities as you will understand how each part of your financial life impacts the other so that they are coordinated to work as efficient as possible.

When you experience WPPS, you will gain a clearer understanding of:

Personal Financial Planning

  • Spending Plan
  • Debt
  • Investments
  • Taxes
  • Retirement Planning
  • Risk Management
  • Insurance
  • Estate Planning

Business Financial Planning

  • Budgeting
  • Cost Analysis
  • Capital Structure
  • Tax Planning
  • Risk Management
  • Insurance
  • ROI Analysis
  • Forecasting
  • Employee Compensation
  • and much more

Contact Us at 844-4DECISION (844-433-2474) to speak with a financial planner and learn more about how working with us can help you have the life you desire.