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Golden Tree Wealth Partners strives to be one of the leading choices for insurance and financial strategies. We provide all our clients the information and resources they need to help provide for their desired lifestyle.

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Preparing for life

Your financial professional can help you make informed decisions about your finances, focusing on the six areas of financial strategies, all of which may have an equal impact on a financial strategy:

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FINANCIAL POSITION

A review of your financial position provides a better understanding of where you are right now. This financial picture will address your balance sheet, cash flow and debt management and if savings are balanced and appropriate for meeting your goals.

TAX MANAGEMENT

When applied appropriately in conjunction with a financial strategy, tax strategies can help reduce the impact of taxes on investment returns and income. While only your accountant or attorney may provide tax or legal advice, your financial professional can work with them to coordinate a strategy that best suits your needs.

RISK MANAGEMENT

Analyze your situation and help find ways to protect your income, assets and, if you’re a business owner, your business, at every stage of your life and as circumstances change.

RETIREMENT PLANNING

Obviously, the earlier you start saving, the more flexibility and freedom you’ll have to choose the when, how and where of retirement. If you’re a business owner, your financial professional can show you how to take advantage of retirement strategies to help maximize your retirement savings while offering plans that can reward and retain top talent. And even if you’ve already retired, your financial professional can help to ensure that your savings continue to work for you.

WEALTH ACCUMULATION

Design a strategy to help you invest your assets in order to meet your financial goals by taking into consideration your personal situation and tolerance for risk.

ESTATE PLANNING

Proper estate planning can help you to pass on more of your wealth to your family and charities than to taxes. It can take into consideration the special concerns of young families with minor children, business owners who need to address succession planning or grandparents who’d like to help the grandchildren go to college.

YOUR UNIQUE VISION,
OUR COLLABORATIVE APPROACH

Through a collaborative, one-on-one relationship and a concise process, your financial professional will help you realize the full potential of your financial future by identifying and prioritizing your short- and long-term goals. This is a critical first step in helping you engineer a targeted strategy that employs financial strategies customized to meet your needs.

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Financial Strategy

It begins by taking a personal, in-depth look to understand your specific financial goals and help you define a clear strategy for how to achieve them. Based on that understanding, your financial professional will help you:

• Achieve a balance between your current lifestyle and future expectations.

• Decide how to invest based on your goals and tolerance for risk.

• Actively strategize for and save toward your desired retirement lifestyle in a balanced, disciplined approach.

• Minimize tax impact on your portfolio.

• Recommend solutions that help protect you and your family againstthe unexpected.

• Custom-design programs to help you achieve your special goals, such as buying a home, retiring early, paying for your child’s education, fulfilling your family legacy and philanthropic giving desires and more.

About US

Our financial practice was founded on a simple principle: Provide quality, confidential service and products focused on your best interests. Achieving your financial goals requires the guidance of a financial professional who is associated with a company that employs a diverse team of specialists. With access to this expertise, your financial professional is able to deliver to you cutting-edge solutions that address your specific needs.

Erik Cascio
Erik Cascio is a registered representative with MML Investors Services LLC. (MMLIS)He has over 12 years’ experience within the banking and financial services industries. Erik has acquired many accolades within his ongoing career and leadership roles with some of the top mutual institutions in the country. What makes Erik different from many financial professionals is that he specializes in tax efficient strategies for helping to accumulate wealth while also seeking to mitigate volatility risk. He helps his clients feel assured with their decisions. They also are confident with his vast knowledge and abilities to help them preserve and protect their wealth. 

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