Here are some tools & resources to help assist with the financial planning process. Click a category below to get right to what you need.
Saving & Investing
Savings Calculator — calculate future value
This calculator easily answers the question "If I save 'X' amount for 'Y' months what will the value be at the end?"
The user enters the "Periodic Savings Amount" (amount saved or invested every month); the "Number of Months" and the "Annual Interest Rate" or the annual rate of return one expects to earn on their investments.
The calculator quickly creates a savings schedule and a set of charts that will help the user see the relationship between the amount invested and the return on the investment. The schedule can be copied and pasted to Excel, if desired.
The investment term is always expressed in months.
- 60 months = 5 years
- 120 months = 10 years
- 180 months = 15 years
- 240 months = 20 years
- 360 months = 30 years
If you need a more advanced "Savings Calculator" — one that lets the user solve for the starting amount, the amount to invest, the interest rate, the term required to reach a goal or the future value; or if you would like to easily print the schedule; or if you need to pick a different investment frequency, then you may want to try the calculator located here: https:/financial-calculators.com/savings-calculator
FAQs
Yes. TrustTree Financial, LLC is a Registered Investment Advisory firm, which means that its advisors are held to a fiduciary standard. Also, by virtue of being a Certified Financial Planner professional, Brandon is held to a fiduciary standard. Being a fiduciary means that we are required to place our client’s interests above our own. A fiduciary standard is a higher standard than that of the suitability standard used by most brokers.
We average one touch point every month – and most people find that more than adequate. In general we put regularly scheduled meetings on the calendar in advance, customized to meet individual needs. Some clients want to meet more often than others (monthly versus quarterly, etc.).
We will note that we don’t contact our clients each time the market hiccups, which is often…nor each time the media has a new crisis, which is even more often. That said, much like your relationship with your doctor, please contact us anytime you have concerns, questions, or you just want to get together. We can meet in person, by phone or web conference for your convenience.
Never. And we take great pride in that. You can click here to look up the public record at FINRA's BrokerCheck and see for yourself.
While it’s tempting to say “everyone”, our average client is 48 years old and has a net worth of $1million. We tend to work best with...
- Young professionals
- Busy Boomers and Gen X families
- Executives & Entrepreneurs
- Working with nice people is required – most important 🙂
With today’s technology, it’s very easy to conduct business remotely. Truthfully, most of our practice is located outside of South Florida. And the client’s who do live nearby find it just as easy to get things accomplished via phone or computer. We are always game for an in-person meeting, but we love using “virtual meetings” or screen sharing as well. It’s easy, saves you travel time, and is an effective experience.
I think what makes me most unique is that I am passionate about sharing my knowledge in a way which puts people's interests first. Being in the business for as long as I have, I have seen that most "advisors" don't do that (unfortunately). I work hard to come up with solutions, and continue to educate myself so that I am on the cutting edge of industry and advice. I am confident that the work I doing today was better than what I did last month...and the work I do a month from now will be better than the work I am doing today. At the end of the day, it comes down to working with someone you trust and connect with personally. So you have to feel comfortable with the person you work with.
Ready to take the first step? Schedule a free intro call.