When it comes to your family's financial well-being, the journey is as important as the destination.

At Greentree Investment Group, we understand that financial decisions aren't made in a vacuum; quite often, a chosen course of action affects other potential goals in profound ways. Save for a child's college education? Pay off the mortgage? Save for an early retirement? Provide for an aging family member? Support an important philanthropic endeavor? Get a bigger boat? A bigger house? A houseboat?

The point is, without a detailed map taking into account meaningful destinations along the way, and considering potential roadblocks and obstacles you might encounter, the likelihood of a successful and enjoyable journey is at risk.  Yes, you could theoretically get from Portland, Maine to Portland, Oregon with nothing but the sun as your guide (it could even develop into a great adventure), but your family's financial odyssey calls for more robust planning.

Greentree Investment Group provides that financial GPS to you and your family. Our discovery process helps you to identify all the meaningful waypoints on your financial journey. Our analytical process makes sure you are able to marshall all of your resources to work for you most efficiently in furtherance of your journey. Our dynamic planning process allows you the flexibility to make course corrections along the way, whether due to financial obstacles or setbacks, or if you discover new goals.

After all, if in the middle of your trip you decide you really do want to visit the world's largest ball of twine, it's our goal to help you find the best route to take, while still making sure you still reach your other destinations, metaphorically speaking.