West Ada School District PerksConnect
Welcome to Tree City Advisors!
As a preferred partner of CapEd Credit Union, we are excited to provide benefits to
West Ada School District employees through PerksConnect.
We are a dedicated resource for planning your financial future and retirement;
whether just around the corner or years from now.
Tree City Advisors a comprehensive fiduciary asset-based money management and financial planning firm. We work with our clients equally as an advocate, planner, and money manager. This approach reflects our commitment to fiduciary principles and our sincere investment in every client. Navigating your financial future can be daunting, emotional, and confusing. It doesn’t have to be. Whether you want to retire early, travel the world, ensure inheritance for your children, or simply live comfortably within your means, we can help.
Like you, our approach is to teach individuals how to best invest and manage their resources.
We work to teach our clients the following:
(Click on each circle to learn more)
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Meeting with a planner will help you determine and establish retirement goals. This is a fundamental part of investing.
We're looking forward to helping you!
Tree City Advisors is a preferred provider of financial services with CapEd.
Tree City Advisors (TCA) has an ongoing referral relationship with CapEd Credit Union (CapEd). CapEd may, from time to time, refer clients to TCA for any service provided by TCA and may be compensated for the referral. Tree City Advisors is an SEC Registered Investment Advisory Firm. Tree City Advisors and CapEd are unaffiliated firms. Investments are not obligations of CapEd and are not guaranteed by CapEd. TCA products involve investment risk, may go down in value, and are not federally insured.