A Plan For Living Well

Our goal is to turn concern into confidence with a retirement plan. 

Many people have a stock portfolio and retirement accounts but what they are lacking is an all-encompassing strategy to turn those savings into a lasting and fulfilling retirement. If this sounds like you, don't worry, because that's where we can help.


Once we know your goals, our team can build a Green Tree Wealth Plan. What causes do you value? Who are the people you cherish? Before we discuss finances, we get to know what's important to you and how

you plan to spend your

time and earnings once

you retire.


This is where we dive in. We will model various ways to position your savings, outline strategies for withdrawal, explore multi-generational wealth planning, factor healthcare needs and Social Security, and account for expenses-both planned and unplanned. We're only done when you're fully confident with the strategy we build together.


So what is a Green Tree Wealth Plan? It's your entire financial strategy complied in one clear, easy-to-digest deliverable. Receiving your Green Tree Wealth Plan is just the start. From the moment you join our Green Tree family, our dedicated client services team goes to work ensuring you're ready for whatever comes next.

Here’s how we do it….

Minimize Tax Exposure

For the majority of people, a tax-deferred 401k or IRA is a bomb waiting to go off. We can help build a long-term withdrawal strategy outlining predictable income without unnecessary tax exposure.

Protect Against Market Volatility 

Major market losses can derail a retirement. We actively manage client investments so that you don't have to.

Maximize Your Savings 

After working your whole life, it’s now time to reap the benefits and enjoy your earnings. 

We’ll provide you the confidence to turn your savings into fulfilling life experiences.

Create a Quality Plan

Green Tree Wealth creates and implements a complete strategy for income, healthcare, Social Security, legacy planning, and everything else life throws your way.

Schedule a meeting with Green Tree Wealth 

Choose one of the meeting types to schedule a time to speak with us. We look forward to sharing how we can help you and your family.


Contact Us


Green Tree Wealth_Logo_Color_ke.png

937 NW Newport Ave
Suite 211
Bend OR 97703


Office Hours



9:00AM- 5:00PM
9:00AM- 5:00PM
9:00AM- 5:00PM
9:00AM- 5:00PM
9:00AM- 5:00PM