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Council Tree Financial

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  •  Tel: (920) 731-4000
  •  Fax: (920) 731-5220
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    Morally Responsible Investing, Life, and Legacy Planning

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    Our Services

    Morally Responsible Investing, Life and Legacy Planning

    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
    Tax Planning

    Risk Management
    Needs Analysis
    Life, Health, Disability
    Auto, Home, Umbrella
    Supplemental,
    Long-Term-Care

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

    Financial Estate Plan*
    Location of Documents known to Successors
    Family Meeting

    *Council Tree Financial and Michelle Bauer do not provide legal advice. Please consult an estate planning attorney on these topics.

     

    How We Work

    We focus on 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 & nation. USA Financial Securities 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 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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    Council Tree Financial

    938 West Cecil Street
    Neenah, WI
    54956 USA

    •  Tel: (920) 731-4000
    •  Fax: (920) 731-5220
    •  mbauer@counciltreefinancial.com

      Michelle Bauer is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Council Tree Financial is not affiliated with USA Financial Securities.

      Michelle Bauer is authorized to transact securities related business and investment advisory services only in states where she is properly registered. For investment products and services these states include: AZ, CA, CO, FL, GA, IL, MI, WI For investment advisory services these states include: WI, IL, CA, FL. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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