Building Your Wealth
DO YOU SPEND MORE TIME PLANNING A VACATION FOR YOUR FAMILY THAN YOU DO FOR YOUR RETIREMENT?
Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, causes many to avoid planning their future financials.
LET US HELP YOU STAY BALANCED AND ON THE RIGHT TRACK
If you plan your retirement right, it doesn't have to be so scary and uncertain, especially in today's economy. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation. Whether you are widowed, divorced, self-employed, working for a company or already retired, knowledge is power and our goal at May Tree Financial Planning is to help guide you to success with informed and educated decisions that will help you and your family build a strong financial future. We are fully committed as a fee-only adviser to meeting and exceeding expectations.
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About Us
May Tree Financial Planning LLC
Gary May, ChFC®, CDFA®, as a fiduciary and managing member of May Tree Financial Planning LLC, is bound to act in the best interests of his clients at all times. He believes in keeping services affordable for clients large and small and works on a fee-only basis. Gary, a Chartered Financial Consultant® and Certified Divorce Financial Analyst®, has a B.A. in Business Administration with a specialization in Investment Theory and Technique, a Certificate in Financial Planning and the FINRA Series 65 license. He is an Investment Advisor Representative with May Tree Financial Planning LLC, a Registered Investment Advisor in the State of Texas.
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Services Provided
- Complete financial plans
- Guidance for widowed or divorced individuals
- Retirement planning
- Self-employed planning
- Education planning
- Portfolio reviews and investment guidance
- Estate and tax planning guidance
Disclaimer: May Tree Financial Planning LLC (“MTFP”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MTFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of MTFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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