Broker Check

Team

At Family Tree Financial Services, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Laura Williamson

Client Service Associate

239-415-4650

239-415-4656

Laura was born in Norwood, Massachusetts and lived in Litchfield, New Hampshire before moving to Florida in 1986. Laura started her career with a leading, regional brokerage firm in Southwest Florida. She is an experienced Client...

Read more

 

Have A Question?







Thank you! Oops!

Recommended Content

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Debt Stress

There’s a link between debt and stress.

Retirement Redefined

Around the country, attitudes about retirement are shifting.