Green Tree Planning is a state registered investment advisor in the states of Utah and Colorado. Green Tree is unique in that it does accept custody of any client assets. Thus it does not manage any client accounts. It provides investment advice to its clients on a fee for service basis. Each client manages its own investment accounts. Green Tree provides whatever assistance a client needs to manage his/her assets. Green Tree does not sell any products or accept any commissions relating to a client's investments. Much of what Green Tree provides to its clients is investment education and coaching.

Non-profit/Charity provider of health care services and hospital

Organized and operated the authority on a part time basis. Business was to promote development in the Quakertown, Bucks County Pennsylvania area by offering a vehicle for investors a method to secure tax free income by financing qualifying projects.