why now?

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Your Family Deserves the Best You’ve Got!

Become a Better Protector and Provider.

Gain Financial Confidence and Certainty.

Like you, we understand the value of keeping more of what you earn. Over the years, we have provided greater security for hundreds of families!

simple process

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  1. Schedule a Meeting
  2. Education/Q&A Session
  3. Together, we customize a plan for success

Obtaining Financial Clarity Shouldn’t be Difficult or Intimidating.

financial truths

The High Cost of Waiting

Cancel Interest/Eliminate Debt

The Power of Compound Interest

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services

Educational Seminars

Financial Needs Analysis

Credit Review & Analysis

Life Insurance/Key Person Insurance

Financial Savings Strategy

Long Term Care Insurance

Group Health Insurance

Supplemental Health Insurance

Long Term Disability

Short Term Disability

Dental Insurance

Vision Insurance

some of our providers

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Pacific Life Logo
Metlife Logo
United Healthcare Logo
Delta Dental Logo
VSP Vision Care Logo
VSP Vision Care Logo
VSP Vision Care Logo
Principal Financial Logo
Prudential Logo
ING Logo
Fidelity Investmetns Logo
Lloyd's of London Logo

Debt Shredder

Click the DebtShredder Logo to discover how much money you can deny your lenders!

get a quote

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about us

Money Tree and Me is dedicated to helping both individuals and small business owners protect the integrity of their personal and business assets. We provide education and strategic financial tools to enable you to reap fuller harvests in the future as a result of wiser decisions today.

Whether you would like to eliminate debt, reduce capital gains tax, safeguard from market loss, protect your assets and income earning potential, save for your future, establish better credit, or simply learn to better manage your finances, Money Tree and Me is here to help.

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contact us

send us a message

contact details

voice: (407) 491-1878

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