You have just spent a great deal of time and effort planning your wedding. It was a grand event that you had looked forward to for a long time. It…
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Start Planning Your Future with a Personal Portfolio
PlumTree Financial Planning was designed to provide a different type of financial plan. We specialize in helping young professionals and their families make smart financial decisions and build plans to…
Taking the Long View When Investing
Markets are in turmoil, should you get out (or get in)? When the financial markets are in turmoil and account balances start to fall, there can be a strong temptation…
Are you Prepared for an Emergency?
Whether you have $5 or $5 million dollars, have just graduated or are ready to retire, we all need an estate plan. An estate plan protects not only the assets…
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