Personal plans
Trustworthy, fiduciary advice
20+ years of experience
Approaching your retirement poses life’s biggest financial questions. It can feel overwhelming.
When can I retire? How should I invest?
When should I collect Social Security?
Can I afford long-term care? What will my legacy be?
At FigTree, we believe retirement planning shouldn't be so stressful.
It's why we guide you through our proven process, to plan and invest with purpose and retire with joy. Your retirement journey begins when you talk to an advisor.
A personal approach to your retirement.
Whether you're 20 years from retirement or already there, FigTree can help meet your financial goals.
Retirement Planning
Move from confusion to clarity with your personalized plan for a joyful retirement.
Investment Management
With an independent advisor, you gain greater options for a tailored investment strategy.
Comprehensive Planning
Secure your retirement and financial goals with a comprehensive plan.
Why is FigTree Financial Advisors different?
Personal plans.
There are no group plans or cookie-cutter solutions. With FigTree, your plan is personalized for you.
With a proven investment process, we can construct your investment strategy around your values and goals.
Trustworthy, fiduciary advice.
Unlike institutional firms, we're not bound by corporate profits or shareholders. Our allegiance lies with you.
As independent advisors, our fiduciary responsibility is to create ideal strategies and investments to help you reach financial success.
It gives you more options to reach financial success.
Over 20 years of experience.
When it comes to investing your hard-earned money, experience matters.
With over 20 years of experience, we've navigated market highs and lows and helped our clients grow through it all.
A simple plan for financial security.
1.
Talk to an advisor.
You'll talk about your goals. We'll share insights on your financial strengths and opportunities.
2.
Plan with purpose.
We'll create your personal retirement plan, with simple, practical next steps.
3.
Retire WITH JOY.
You’ll enjoy your retirement, we’ll continue to manage your investments and be with you along the way.