Tailored solutions to
safeguard your future.

Work with Living Tree to:

Maintain Your Lifestyle

  • We provide concepts and solutions for maintaining your lifestyle in retirement

Create a Transitional Plan

  • We ensure the surviving spouse is ready for the loss of income from Social Security and pensions

Prepare for Healthcare

  • Aging comes with rising healthcare costs. We make a plan that can adapt to any circumstances

Transfer Your Wealth

  • We create a systematic approach to the distribution of your estate

How do we help?

We are a generational planning firm. We’ve helped thousands of seniors navigate the complexities of the retirement and estate planning process

Our experience informs our beliefs, and we believe there are four major concerns seniors face.

  • Maintaining their lifestyle in retirement

  • A transitional plan for the surviving spouse or partner

  • Health care costs associated with the aging process

  • Transferring wealth after their death.

What do we do?

We don’t guess. We utilize guaranteed minimum outcomes as the basis of our income calculations. Guaranteed outcomes provide our clients with financial certainty.

We breakdown the exact financial consequences for each surviving spouse to identify the financial shortfalls. We address the situation as if the death has just occurred.

We identify the financial and resource shortfalls in creating a plan with home health care in lieu of a nursing home stay.

We address the wealth transfer process; your legacy. We review the pitfalls of a lump sum distribution and the impact of deferred taxation on the estate. We discuss and identify distribution issues that often cause conflict amongst the heirs.

What People Are Saying:

  • "Living Tree's process was thorough and based on facts. I moved my 401k with no penalties or taxes. I had no idea it would do this much for me."

    Laurie Payton

  • "I'm so glad I reached out! The concepts Living Tree uses completely changed my perspective. I can retire a lot sooner than I thought."

    Sarah Finley

  • "We feel a lot less worry and stress knowing our retirement plans are based on guarantees!"

    Luke Beumer

  • "Our mother kept her Living Tree binder in a safe. After she passed, it really made things easier on my sister and me"

    Jamie Kokot

BOOK YOUR FREE CONSULTATION