Financial Planning Services with LoneTree Wealth Management

We create a detailed investment plan tailored to your current budget and short- and long-term financial objectives. By evaluating your balance sheet, including assets such as savings, stocks, real estate, and other securities, our advisors determine the necessary time frame and expected returns to achieve your goals.

Our investment professionals analyze your retirement aspirations and devise a complete strategy to achieve them through estate planning, investment management, and tax planning.

Depending on your investment horizon and risk tolerance, alternative investments like private equity, hedge funds, commodities, managed futures, and real estate may be suitable. We provide guidance on the potential challenges and benefits associated with these options.

Our team assists you in navigating complexities such as blended families, long-term medical and special needs provisions, and business assets, providing foundational support tailored to your unique circumstances. We also work with different attorneys and CPAs to ensure a thorough analysis of your financial situation.

LoneTree will help you develop a sensible plan to fund your children's college educations.

Prepare for unexpected events like accidents or illnesses by ensuring your loved ones have financial protection. Insurance policies can cover medical expenses and nonmedical costs such as childcare, groceries, transportation, utilities, and housing.

Our experienced team offers advice on optimizing your company's costs and creating a tax plan that maximizes deductions, business structure efficiency, and succession planning/sale strategies.