At Apple Tree Lane, we approach every client and their plan as a singular opportunity to create something truly special. We engage with our clients not only on a dollars-and-cents basis, but also by asking them what they want their life to look like.
What colors they see, what landscape they envision and what places they want to go. We encourage them to imagine a life that’s their idea of beautiful and exciting — and then we help them create it.
This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams and concerns, too. We’ll analyze items like your financial statements, tax returns, cash flow and budget. From there, we will create a plan of action that we will coach you through.
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s innovative portfolio stress testing and risk assessment tools, we ensure that your questions are answered and your needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.
We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.
Learn about the education investing options available to you, and start investing for your child’s future today.
We seem to live our lives in stages — and how we plan for the management of our estate and the transfer of wealth to others is critical knowing we want to minimize the inconvenience to others while maximizing the value of our assets.
Tax strategy is a critical aspect of financial planning. All of the vehicles, products and account types can become overwhelming, and it’s key to understand the effect taxes have on your portfolios and income needed for the future.
As you know, insurance policies can be confusing. Many policies have not performed as expected leaving the policy owner unsure how to get more information. We bring clients through a process that reveals how their policies work so that they know how to best manage them going forward.