Empowering Families to Build a Strong Financial Foundation
At Family Tree Financial Group Inc., our foundation is built on fostering a long-term and meaningful relationship with our clients. We understand that every individual has unique financial goals and objectives, and our mission is to provide expert guidance and trusted support to help them achieve their aspirations.
Our Approach
Our approach to financial planning is holistic, taking into account our clients' entire financial picture, including their financial goals, income, expenses, assets, and liabilities. We believe that a comprehensive plan is essential to achieve financial security and peace of mind. Our experienced team, led by Lloyd Litke and Charissa Keech, has years of experience in the financial services industry, providing us with the expertise to navigate the complex world of financial planning.
Our Services
At Family Tree Financial Group Inc., we offer a range of services designed to help our clients achieve their financial goals. Our services include:
- Estate Planning: We help our clients plan and organize their estates, ensuring that their wishes are respected and their loved ones are protected.
- Retirement Planning: We provide expert guidance on retirement planning, helping our clients create a sustainable income stream in their golden years.
- Insurance: We offer a wide range of insurance products to protect our clients' assets and loved ones in the event of unexpected life events.
- Financial Planning: Our experienced financial planners work closely with our clients to create personalized financial plans, tailored to their unique financial goals and objectives.
- Women in Transition: We understand the unique financial challenges faced by women, particularly during times of transition. Our team provides expert guidance and support to help them make informed decisions about their financial future.
Why Choose Us
At Family Tree Financial Group Inc., we believe that building a strong, lasting relationship with our clients is essential to achieving their financial goals. That's why we take the time to understand their unique financial situation, goals, and aspirations. Our team of experienced professionals is dedicated to providing personalized service, expert guidance, and trusted support to help our clients achieve financial security and peace of mind.
Meet Our Team
Our team is comprised of experienced financial professionals who are dedicated to providing expert guidance and trusted support to our clients. Our team includes Lloyd Litke, Charissa Keech, and Kassidy Parkinson.
Our Values
At Family Tree Financial Group Inc., we value:
- Integrity: We believe in transparency and honesty in all our dealings with our clients and the community.
- Expertise: Our team of experienced professionals is dedicated to staying up-to-date with the latest financial trends and regulations, ensuring that our clients receive the best possible guidance and support.
- Personalized Service: We believe that every individual has unique financial goals and challenges, and we are committed to providing personalized service and guidance to help them achieve their aspirations.
Get in Touch
If you're seeking expert guidance and trusted support for your financial future, we invite you to contact us. Our team of experienced financial professionals is here to help you achieve your financial goals and aspirations.
Overall Experience
The reviewers have had an overwhelmingly positive experience with the Family Tree Group, with all of them giving 5-star ratings. They have praised the company's professionalism, helpfulness, and friendliness.
Financial Guidance
The reviewers have appreciated the guidance provided by Lloyd and Charissa, who have helped them strategize and plan for their financial goals. They have been commended for their knowledge, commitment, and partnership in financial planning.
Personalized Service
The reviewers have felt valued as customers, with Charissa being praised for her ability to listen and understand their needs. She has been described as making every effort to get to know the person first, in order to make the best possible decisions for their financial future.
Employee Benefits
One reviewer, a small business owner, has found valuable employee benefits through the Family Tree Group.
Positive Qualities
The reviewers have highlighted several positive qualities of the Family Tree Group, including their professionalism, responsiveness, value, and ability to present financial options clearly without pressure.
Agents' Qualities
The agents, particularly Charissa and Lloyd, have been praised for their approachability, professionalism, and vast industry knowledge.
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