Build and Maintain Wealth By Making
Smart Money Decisions
Smart Financial Decisions aligned with your values allows you to attract More Money, Feel Healthier, and Share Fulfilling Relationships which if part of living FINANCIALLY FREE…
At Decision Tree Financial, Our Mission Helping You Make Smart Financial Decisions That Fulfill Your Values So You Can
Manifest The Life You Desire!
At Decision Tree Financial, we believe everyone should be able to manifest the life they desire.
Our goal is to help you understand how to make smart financial decisions aligned with your values so you know you are always moving forward towards your ultimate goals!
No matter what stage of life you find yourself in today, we can work together to co-create a financial strategy that helps you create FINANCIAL FREEDOM by making your personal finances organized, coordinated, efficient and easy to understand.
Financial Services We Offer:
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!
Personal and Business Accounting and Tax Services. Our Mission is to Help You Put More Money in Your Pocket.
Purchase or Refinance a Home – Services offered through American Financial Network, We Can Help You Purchase or Refinance a Home.
Agent: Kevin Wenke
NMLS#1910000
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.
Articles To Help You Make Smart Financial Decisions
A Deeper Dive Into Understanding Activities of Daily Living
The 7 ADLs Activities of Daily Living (ADLs) are the basic self-care tasks an individual needs to
Annuities versus Investing: The Balance of Risk and Reward in Retirement Planning
https://youtu.be/JSaZtAjU4d8 Annuities are a popular yet controversial investment choice for anyone seeking income from their money. They
The Ultimate Guide to Finding Affordable Life Insurance Quotes Online for Young Adults
Life insurance is an important protection consideration for individuals of any age. It provides financial protection for
How the Internet Has Changed Shopping for Term Life Insurance
When it comes to buying term life insurance, there was once only one way to do it:
Investment Portfolio Wrap Fees Are Helping The Investment Industry But Not YOU
Our mission here at Decision Tree Financial is to help you make smart financial decisions that are
The Importance of Maintaining Cash Flow For Financial Success
Cash-Flow is King https://youtu.be/33FAg8kGB8Y If you don’t have a plan to maintain Cash Flow at all times, you
