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Helping You Understand Your Investment Strategy

Decision Tree Financial does not provide investment advice. Instead, we help you understand your investment strategy and how it affects your overall financial plan.

Many of our clients who invest in stocks, bonds and real estate manage their own money or use low cost “robo advisors” to create their investment portfolio for them.

As Certified Financial Planners™, we are uniquely qualified to provide you with comprehensive wealth management advice and look at your investment strategy to address it’s risk, tax and expense profile in order to help you understand the impact it has on accomplishing your financial goals.

We only offer our Investment Counseling Service as part of our Wealth Performance and Protection System™ .   To find out more click here.