Cherry Tree Financial

Self proclaimed employee of the month!! Way to go Leah!

Leah and Alison played against each other last week at the Cougars Alumni game!

This is your sign to go to some garage sales this summer... You never know when you will find a brand-new pizza oven! Our lunches just got a lot more fun!

Honoring those who served and sacrificed. Home of the free, because of the brave. Happy Memorial Day!

Zack got his first hole in one on the disc golf course this past week!

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

Happy Holiday to those who celebrate. May the 4th be with you!