Your Circle of Wealth

Throughout the years, we have realized that most people think the best way to expand their circle of wealth is by taking risky investments with a high rate of return. Here at Healthtree Financial, we believe that protecting your current assets, being more efficient with your earnings, and not throwing away money unnecessarily are all more impactful than finding high rate investments. Contact us today to learn more about how we can help you take control of your finances.


Retirement Ready Or Not

Retirement planning is a topic looming over the head of every working adult. Everyone will tell you that the earlier you start, the better off you will be. However, most people can’t tell you where to start. Here at Healthtree Financial, we can. In just a 15 minute online meeting, our experts will help you answer all of the essential questions surrounding retirement. Send us an email at with a time that works for you so we can get started. 


Qualified Plans Do Two Things

Most Americans place retirement savings in Qualified Plans without fully understanding what those plans actually do. Our experts here at Healthtree Financial will not only help you determine which plan works best for your individual goals but also help you understand any plan you’re interested in. Watch our video to learn more about Qualified Plans or give us a call to schedule an appointment.