WHO WE WORK WITH

Green Tree Wealth prides itself on a unique and custom retirement planning approach.  

In order to provide this high-value, high-touch service offering we intentionally limit the number of households we serve so we can be dedicated to you and your family’s needs.  If you are looking for marble floors and a firm with thousands of clients, then we are probably not a good match.   Outlined below are the type of clients we do our best work for and best suited to serve.

1. AGE 50+

PRE-RETIREES & RETIREES

We work best with people who are retired or very close to it (typically 10-15 years or less). Our clients understand the earlier you begin to prepare for retirement, the better off you’ll be.  They are actively looking for the smartest way to approach the challenges of retirement and want comprehensive retirement guidance, not just an investment salesperson.

This allows us to tailor our service and expertise to the unique needs of our clients. We can help navigate this important and exciting time; advising on Social Security, timing and order of withdrawals, and limiting the overall tax liability on your investment income as you draw down assets.

2. DILIGENT SAVERS

YOU’VE SAVE YOUR ENTIRE LIFE, NOW IT’S TIME TO ENJOY IT.

While our clients don’t always consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated investment portfolios of over $500,000. They are not interested in get-rich-quick schemes or looking to buy the next hot stock or fad.  Their current plan consists of a stack of statements and a diversified pie chart. 

3. VALUE ADVICE

EXPERT GUIDANCE

Our clients are looking for a trusted partner to help do the heavy lifting and put a plan in place to make the most of their retirement BECAUSE THEY KNOW THEIR RETIREMENT IS TOO IMPORTANT TO MANAGE ALONE.   They want to delegate all of their retirement planning and investment management to us. 

4. NICE PEOPLE

WE MUST ENJOY WORKING WITH YOU

As important as it is to find a retirement-focused, fee only, financial advisor.  The fit should be mutual on both ends.  We’ve built Green Tree Wealth by only working with clients that are amazing individuals who place their trust in a competent advisor. 

Unsure Green Tree Wealth is a right fit? Not a problem, we still encourage you to reach out. Our goal is to help everyone we connect with find a good solution for their planning needs, whether that is working with us. If we believe that a right fit does not exist, then we will politely part as friends.