Conferences and meetings by appointment only


Green Tree Planning is a state registered investment advisor whose office is located in Monument, Colorado.  The company cannot transact business in states where it is not appropriately registered, excluded or exempted from registration.  The company does not (i) offer any securities for sale; (ii) manage any client investments: (iii) effect any client securities transactions; and (iv) accept custody of any client assets, including cash, for any reason.

This website is a publication of Green Tree Planning.  The information presented is believed to be factual and reasonably up-to-date but accuracy is not guaranteed and the information should not be regarded as a complete analysis of any subject or topic discussed or even relevant to the reader’s situation.  Investment decisions should not be made on the basis of the information presented here.

With respect to any investment, past performance is not a guarantee of future success.  Information on this website is not an offer to buy or sell nor a solicitation of an offer to buy or sell any security mentioned in the information presented on the website.