You're more than just your investments. Comprehensive financial planning built to help you get back to living your life.

1. We meet a new challenge every day.
Bring us yours.
FREE YOURSELF UP TO FOCUS ON WHAT’S IMPORTANT TO YOU
WITH PLUMTREE’S 3600 FINANCIAL PLANNING
You’re more than your investments.
All of your finances must work together to succeed, so we have partnered with
a team of professionals to help you throughout the year and
provide you an integrated and comprehensive financial plan.
PlumTree is your singular point of contact, managing your financial needs and acting as your
concierge with professionals in other industries to provide you a comprehensive and integrated
financial plan.
Estate planning
Salary/contract
negotiation
Special needs
planning
Personal taxes
Business taxes
Special
circumstances
Health Care
Life Insurance
Auto and Home
Disability
Long-term Care
Investment
strategies
Cash flow
Goal based
savings
Resume refresh
Networking
Job change
Children’s
summer jobs
FINANCIAL
PLANNING
LEGAL
COUNSEL
TAX
PLANNING
INSURANCE
PLANNING
CAREER
DEVELOPMENT
Visit us today at www.plumtreefp.com