About Tree Fort Financial
At Tree Fort Financial we believe in helping you build a financial plan and invest your money in a way that helps you achieve the life you want, with a focus on actual doing rather than theory and ideas.
Fiduciary. Fee Only. Independent.
What Sets Us Apart
Judgement Free
What money stories are you telling yourself that may not actually help you? Instead of looking at all the financial things you think you’re doing wrong, let’s start talking about what is working and build from there.
Your Best Interest at Heart
Tree Fort Financial has been offering fiduciary financial advice since 2003. As a fiduciary, we put our clients first. Client input and feedback propels our fiduciary process. Click here for survey results.
What is a Fiduciary? It’s a government regulated term that means I’m putting your best interests above my own. Click here for a more in-depth explanation and our Conflict of Interest policy.
No Hidden Fees
We offer independent fee-only financial advice. That means there are no hidden fees. We tell you right up front what we charge and accept no commissions or compensation from third parties. We believe this helps us to avoid potential conflicts of interest in our recommendations to you.
Independent
As an independent Fiduciary and Registered Investment Advisor Representative, we have the freedom to offer the money management and investment tools that seek to be best of class, not merely suitable, minimizing conflicts of interest – and with no big bank proprietary products to sell or quotas to meet. We have the freedom to do what’s right for you.
Innovative Investment Management
We use an investment methodology focused on results, and we measure our results against a benchmark.
Transparent
We value transparency, which is why we publish our investment returns, measured against a benchmark.
About Jacki
Jacki Liautaud has been the owner of Tree Fort Financial, Inc. since 2014. As a registered investment advisor representative and fiduciary, she feels honored to accompany her clients along their journey of financial wellness and all the life changes that occur along the way. Prior to owning Tree Fort Financial, Jacki worked for over 15 years as a consultant for large corporations and smaller entrepreneurial startups, offering marketing services with a focus on business growth and customer retention. She graduated from John Carroll University magna cum laude with a double major in Sociology and English, and believes her liberal arts education provides her with a strong foundation in critical thinking and most important, being curious about the world. She lives in Chicago with her husband, son, and dog, Jaguar.
Fiduciary. Fee Only. Independent.
The Tree Fort Financial Story
Tree Fort Financial, Inc. was founded in 2003 by Jeff Liautaud. As an independent Registered Investment Advisor, Tree Fort Financial offers fee-only fiduciary advice and accepts no commissions or compensation from third parties. Jeff’s daughter, Jacki Liautaud bought the practice in 2014 and integrated her passions for acting in her client’s best interests and measuring and tracking performance. Jacki loves working with her clients to help them identify their financial goals and develop practical and actionable plans to help meet those goals. Our clients ask us for help achieving their unique financial goals, which may include buying a home, getting out of debt, optimizing investments for retirement, or making their business financially astute.
Tree Fort Financial was named for a tree fort built on the shores of Bond Lake in northwestern Wisconsin where four generations of the Liautaud family have spent their summers. Tree Fort Financial – our family serving your family tree.