Securities and Advisory Services offered through Packerland Brokerage Services, Inc., a Registered Investment Advisor and Member FINRA / SIPC. The material contained in this website is not intended to replace the advice of a qualified tax professional. Before making any financial commitment, consult with your tax advisor. Council Tree Financial, LLC is not an affiliate of Packerland Brokerage Services, Inc.
Upcoming Events
- Estate Planning Workshop
- February 23, 2010
6:00 pm
- Estate Planning Workshop
- March 9, 2010
6:00 pm
- Estate Planning Workshop
- March 23, 2010
6:00 pm
Sign up to attend an event |
Welcome to
Council Tree Financial.
How we work
We specialize in working with families and professional Christians who desire to look at finances from a biblical perspective. We utilize a disciplined approach for every one of our clients to develop a Comprehensive Wealth Management Plan. We desire a broader and deeper view of your finances and how they align with the 13 Wealth Management Issues which our research and experience shows are typically not effectively addressed.
Our resources
We are supported by an exceptional back office which allows us the ability to collaborate with many other planners across our state and nation. Packerland Brokerage Services, Inc. is an Independent Broker Dealer so we have no quotas or product lines that we need to sell you. What this means for you, is that our clients best interest is kept in mind first and foremost.
Our Council Tree Team
We work as a team utilizing the law services of Shad Derozier and the accounting services of Mike Johnson, CPA. We are a member of the National Association for Christian Financial Consultants and a member of the Kingdom Advisors. In addition, Michelle is a certified instructor for the Biblical Stewardship Series. But, let me tell you why we love what we do...we know we are making a difference for our clients and their families for generations to come.
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