Media Appearances
Our founder, Collin LaFollette, CEP®, recently discussed our approach to financial and retirement planning here at Bent Tree Trust Advisors. Watch his answers here to learn more about our services, and contact us with any questions.
Informative Videos
Our goal at Bent Tree Trust Advisors is to help you understand financial concepts so that you begin to learn the why behind what we do. Bent Tree Trust Advisors is dedicated to consumer education.
Portfolio DiversificationÂ
How RMDs Work
Blog, News & Information
Our approach at Bent Tree Trust Advisors is educational, and every month we post new articles about financial concepts that may help you achieve greater financial success. Bent Tree Trust Advisors is dedicated to consumer education, contact us with any questions.
Why Long-Term Care is an Important Part of a Financial Plan
Why Long-Term Care is an Important Part of a Financial Plan
Why Estate Planning is About More Than Money
Why Estate Planning is About More Than Money
7 Strategies to Reduce Taxes
7 Strategies to Reduce Taxes
Educational Flyers
Feel free to download our consumer whitepapers to learn more about issues that can impact your personal finances. Bent Tree Trust Advisors is dedicated to consumer education, contact us with any questions.
Start Your Journey with Bent Tree Trust Advisors
Our first meeting is complimentary and exploratory, designed to give you valuable insight even if we ultimately aren’t the right fit. The more we learn about your situation, the better we can determine how we might help you reduce taxes and build wealth for you and future generations.
Bent Tree Trust Advisors
3008 Holford Road
Richardson, TX 75082-3741
P: (972) 336-3362
F: (855) 743-4246
collin@benttreetrust.com
