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Women Executives and Business Owners

Women executives and business owners

You finally have the title and the compensation that you deserve. You may have encountered more obstacles than you expected. You probably wondered if all the sacrifice would be worth it. At the end of the day, you persevered and you…got…it…done!

You focused on your vision, built your team, and consistently executed. You are an expert in your field. However, you may have discovered that your financial life is becoming more complex at the same moment that the demands on your time are increasing. You are looking for an advisor who will respect you and your accomplishments and who has the experience and expertise to help you organize and manage your personal financial life.

How Blue Tree Can Help You

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Personalized, comprehensive financial planning built around your unique goals.

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Strategies to minimize taxes and optimize growth.

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Estate planning to ensure that you are in control of your legacy.

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Let Blue Tree Help

Get the Financial Advice You Need From A CFP® PROFESSIONAL

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Blue Tree Financial, LLC (“BTF”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BTF in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to applicable state exemptions. All written content on this site is for information purposes only. Opinions expressed herein are solely those of BTF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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