Life. Health. Wealth.
Goldtree Financial Group helps families connect important decisions around life insurance, Medicare, retirement strategies, and estate planning coordination.
Clear guidance for the people, health coverage, income, and legacy you are building.
A MORE CONNECTED APPROACH
Life, health, and wealth decisions rarely happen one at a time.
Life insurance, Medicare, retirement strategies, and estate planning can all affect the life you are building and the people who depend on you.
Goldtree helps individuals and families see the bigger picture, identify areas that may deserve attention, and coordinate the next step around what matters most.
Where insurance or health coverage is part of the picture, we are not limited to one carrier or a one-size-fits-all solution. We help you understand the options available so you can move forward with greater clarity.
Life. Health. Wealth. One connected approach.
Life. Health. Wealth. One Connected Approach
HOW WE HELP
Your retirement, healthcare, protection, and legacy decisions are connected. Goldtree helps you understand the bigger picture, compare your options, and identify next steps that fit your goals, your family, and the life you are building.
RETIREMENT STRATEGIES
Retirement is more than reaching a certain account balance. It is about understanding how income, taxes, market risk, healthcare costs, and long term decisions may work together over time.
Areas to explore:
• Retirement income planning
• IRA and 401(k) rollover options
• Risk, tax, and Social Security considerations
MEDICARE GUIDANCE
Medicare decisions can affect coverage, costs, provider access, and peace of mind. Goldtree helps individuals approaching Medicare understand their options, review what fits their needs, and move forward with more confidence.
Areas to explore:
• Turning 65 and enrollment timing
• Reviewing coverage and prescription needs
• Annual plan reviews as health needs change
LIFE INSURANCE AND PROTECTION
Life insurance can help protect the people, income, and goals that matter most. We help you compare coverage options, understand key features, and consider how protection may fit into your broader financial picture.
Areas to explore:
• Family income and debt protection
• Term and permanent life insurance options
• Living benefits and long term planning strategies
ESTATE PLANNING
A thoughtful estate plan can help create more clarity for the people you love. Goldtree helps families get organized, understand common planning pieces, and coordinate the next steps available to them.
Areas to explore:
• Wills, trusts, and powers of attorney
• Beneficiary and legacy coordination
• Organizing key family decisions
YOUR NEXT STEP, MADE CLEAR
Every family starts in a different place. The right next step is not always a product. It is a clear conversation about what matters most and where you may need more clarity.
Whether you are preparing for retirement, reviewing Medicare or health coverage, protecting your family, or organizing your estate plan, Goldtree helps you understand your options and identify a path forward that fits your situation.
CLIENT EXPERIENCES
What others are saying
"so easy to talk to"
"As my husband and I are approaching our "golden years" it was great to find such a knowledgeable and trustworthy source of financial advice. Sam and Stephanie are so easy to talk to. They really help you to build the confidence to make big decisions."
- Michele
"They don’t push products. They build integrated strategies"
"As a healthcare provider, I’m used to evaluating systems, risk, and long-term outcomes. What stood out about Goldtree Financial Group is their structured, disciplined approach to financial planning.
They don’t push products. They build integrated strategies. My coverage, retirement planning, and long-term wealth considerations are all aligned in a way that is both efficient and easy to understand. The level of clarity they provide is rare in this space.
It’s a professional, well-executed advisory experience." - Darcie
"I’m not flying blind anymore"
"I’ve worked hard for what I’ve got, and I don’t trust just anyone with it. Stephanie earned that trust quick.
No pressure. Just straight talk and a solid plan. They helped me get my protection in place, made sense of retirement, and showed me how to actually keep more of what I make over time. Everything fits together now instead of feeling like a bunch of separate pieces.
Feels good knowing my family’s taken care of and I’m not flying blind anymore." - Katie
"our future is mapped out"
We can’t say enough good things about Goldtree Financial Group. From the very first conversation with Stephanie, it felt like we were sitting down with people who genuinely cared about our family, not just our finances. They took the time to understand what matters most to us and built a plan that actually makes sense for our life.
For the first time, we feel confident knowing our kids are protected, our future is mapped out, and everything is working together the way it should. There’s a sense of peace that comes with that, and it’s something we’re incredibly grateful for. If you’re looking for guidance you can trust, this is the team. - Whitney
Contact Us
(833) 707-4653
3253 E Chestnut Expressway Suite 320