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360 degree financial planning

  • 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