Council Tree Financial, LLC

Council Tree Financial, LLC is a Financial Planner in Neenah, WI, located at 938 West Cecil Street. Michelle Bauer leads the firm, specializing in Christian financial planning and morally responsible investing. The practice assists Christians and non-Christians in the Appleton, Menasha, Neenah, and Fox Cities area with retirement planning from a biblical perspective. Services include comprehensive wealth management, budgeting, emergency fund setup, debt management, and tax planning. The firm also handles risk management needs analysis for life, health, disability, auto, home, and umbrella insurance, along with supplemental, long-term care, and retirement plans. Tactical and strategic asset allocation are provided through investment management.

The firm utilizes a Five Star Process that includes creating a life plan and a current financial plan, implementing that plan, and monitoring progress through face-to-face reviews. They assist clients with planning for life changes, enhancements, and derailments. The approach involves developing a Comprehensive Wealth Management Plan for families and professional Christians. This process aims to address 13 wealth management issues through a disciplined methodology. Investment services include tactical and strategic asset allocation. Regarding estate planning, the firm assists with financial estate plans and ensuring the location of documents is known to successors, though they do not provide legal advice.

Council Tree Financial, LLC is supported by an independent broker-dealer, USA Financial Securities, which allows the firm to operate without quotas or specific product lines. This structure is intended to keep the client's best interest as the primary focus. The team collaborates with planners across the state and nation through an exceptional back office. Contact is available via email at [email protected] or by phone at (920) 731-4000, with a toll-free number at 1-800-730-4004. Office hours are Monday through Friday from 9:00 AM to 4:00 PM.

By integrating faith-based values with comprehensive financial strategies, Council Tree Financial, LLC provides a distinct planning approach for residents of the Fox Cities. Michelle Bauer and her team deliver personalized services aimed at growing, protecting, and conserving wealth through a client-first philosophy.

The business sits on West Cecil Street, just a tenth of a mile from South Green Bay Road. It is located about three tenths of a mile from Neenah Creek and half a mile from the Eagle Sculpture.

BizScoreAI gives the firm a Technical score of 86 out of 100, which ensures the website is secure and readable for search engines. The Discoverability score is 75 out of 100, meaning AI crawlers can find every page so the business can be recommended by AI assistants.