• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
Tree Fort Financial

Tree Fort Financial

Align your Money and your Goals

  • Financial Planning
  • Investment Management
    • BOC Portfolio
  • About Us
  • Resources
  • Client Login
  • Contact Us
  • Show Search
Hide Search

About Tree Fort Financial

financial reports and notebook

Tree Fort Financial Fee Structure

September 24, 2019 By Jacki Liautaud

Tree Fort Financial has a fee structure for financial planning and investment management. Tree Fort Financial charges a one time fee for initial financial planning work. The fee ranges based on the complexity of each individual plan, which is customized to fit each client’s specific needs and issues. Contact us to learn more about financial […]

Tree Fort Financial Investment Management Returns Document

Investment Management Returns

August 28, 2019 By Jacki Liautaud

Tree Fort Financial uses a proprietary investment method and measures our results against a benchmark, so our clients know how much value we provide.

Tree Fort Financial Advisor Survey Results

Advisor Survey Results

August 28, 2019 By Jacki Liautaud

See what our clients have to say…

Primary Sidebar

  • Email
  • Facebook
  • LinkedIn
  • Phone

Categories

  • About Tree Fort Financial
  • Advisor Definitions
  • BOC Portfolio
  • Budgeting
  • Business
  • Family Financial Planning
  • Financial Checklist
  • Financial Planning
  • Investment Management
  • Kids and Education
  • Money Mindfulness
  • Retirement
  • Women

Resources

About BOC Portfolio

Investment Management Returns

“Traditional” 60/40 Investment Strategy and TFF’s Investment Management

A Sailboat and a Plan

Advisor Survey Results

Affording Higher Education

All About Roth IRAs

Get mindful financial tips
delivered to your inbox!

  • Email
  • Facebook
  • LinkedIn
  • Phone

Copyright © 2023 Tree Fort Financial, Inc.   ·   Disclosures  ·  Privacy Policy  ·  Sitemap   ·  Website and Watercolor by Make It Radiant