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About Family Tree Financial

COMPREHENSIVE PLANNING BUILT ON FAMILY VALUES Family Tree Financial, located in Eagle, ID, provides personalized, tax-smart financial planning for individuals, families, and business owners. Proudly serving clients across Idaho and nationwide, our mission is to protect and educate every client as if they were our own family. Backed by 60+ years of combined experience, our team delivers comprehensive financial planning, retirement income planning, investment management, estate planning, and business planning strategies. We specialize in high-net-worth wealth management, integrating tax-efficient strategies and long-term planning to help clients build, preserve, and transition wealth with confidence. Connect with our team of advisors and schedule your complimentary consultation today. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please visit www.familytreefinancial.us for full disclosures.