You may have been hearing that HSAs are the triple threat, allowing you to reduce your taxes today and earn tax-free income for your future.
Knowledge Center
Why You Should Start Saving for Retirement Now
There is too much at stake to wait. The earlier you start the harder your money works for you.
Three Things First Time Home Buyers Need to Know
Having an exceptional buyer’s agent to help you find the right home is your first step to owning your dream.
Update Your Headshot in Style!
During your sitting, the photographer will take about 10 – 15 pics and create an album for you to choose your favorite.
How to Get the Right Quote on Insurance
Life insurance, auto insurance and homeowner’s insurance, let’s be honest… insurance can be downright boring and confusing.
The Double-Trouble Impacts of Debt
You may not be as familiar with the double hits that it brings to your bottom line and maybe even your health.
Have We Met?
Every plan we build is unique, delivered after fully reviewing your current situation and learning your financial goals.
Do You Look Like a PlumTree Client?
We help young professionals grow their wealth while moving through some of the most important and complex stages of their lives.
Medical Professionals and the Student Loan Dilemma
Medical professionals spend 7 to 10 additional years (or more) in school and training after college before earning their “doctor salary.”
Now that You’re Making Money
Congratulations! You’ve leapt from paycheck hopping to solid financial footing. “Great! Now what?” you might ask.
At PlumTree We Work with People Just Like You
Ready to become a PlumTree client? Schedule your Introductory Phone Call today.
Should Dentists Refinance Their Student Loans?
As a new dentist, you’re carrying more debt (on average) than almost any other medical professionals.
Do We Sound Like a Good Fit?
If you are interested in our services and would like to get to know us, we would love to hear from you. Click the button below to schedule a quick 20 minute phone call where we can get to know one another and we can answer any questions about our process and services.