Green Tree Wealth is an independent financial planning firm in Bend, Oregon. We offer a complete strategy for financial planning, healthcare, social security, legacy planning, and anything else that pops up along the way.  

Our goal is to help individuals build a quality plan to live a fulfilling life leading up to and after retirement through education and personal coaching. Every individual we work with has unique financial priorities and goals for their retirement. We take the time to learn what each client values, whom they cherish, and what is most important to them. Green Tree Wealth understands and accommodates individual needs and strategizes to create a plan exclusive to each client. We provide clients with the clarity, confidence, and capability to retire without fear and fully enjoy life -- the way it should be.

Green Tree Wealth Inc.

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