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.


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Council Tree Financial 13 Wealth Management Issues

When working as your Certified Wealth Strategist®, we will work together to create a comprehensive financial strategy that complements your current situation, your future, your feelings and your family dynamics.

  1. Investments
  2. Insurance
  3. Liabilities
  4. Qualified Retirement Plan/IRA Distribution Plan
  5. Stock Options
  6. Business Succession Plan
  7. Durable Power of Attorney at Incapacity
  8. Gifting to Children/Descendents
  9. Charitable Gifting during Life
  10. Titling of Assets
  11. Selection of Executor Trustee
  12. Distribution Plan at Death to Spouse/Descendents
  13. Charitable Inclinations at Death

Council Tree Financial Values Based Strategies & Financial Offerings

  • Business Planning
    • 401(K)
    • Succession Planning
    • Educational Seminars
  • Distribution Income Planning
  • Education / 529 Plans
  • Estate Planning
  • IRA
    • Roth
    • Traditional
    • Simple
    • Simplified Employment Pension
  • Life Insurance
    • Universal Life
    • Variable Life
    • Whole
    • Term
  • Long Term Care
  • Managed Portfolios
  • Morally Responsible Investments
  • Mortgages
  • Mutual Funds
  • Retirement Planning
  • Various Annuities
    • Fixed
    • Variable

Our Five Star Process


Life Plan

  • Current Financial Plan
  • Implemented Plan
  • Monitor with Face-to-Face Reviews
  • Plan for Life Changes - Enhancements & Derailments

Investment Management

  • Budget
  • Emergency Fund
  • Debt Management
  • College Funds
  • Tax Planning

Risk Management

  • Needs Analysis
  • Life, Health, Disability
  • Auto, Home, Umbrella
  • Suplemental, Long-Term-Care

Retirement Plan

  • Current Plan/Goal
  • Investment Plans in Place
  • Monthly Savings on Target
  • Tactical & Strategic Asset Allocation

Estate Plan

  • Will or Living Trust in Place
  • Medical Directives Complete
  • Location of Documents known to Successors
  • Family Meeting