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 Diversification
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.
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.
How to Get Started with Bent Tree Trust Advisors
We want our first meeting with you to be as productive as possible and want you to receive beneficial information even if at the end of the meeting we decide we are not a good fit to work together. The first meeting is designed to be exploratory, and it’s complimentary. That said, the more we learn about you and your situation, the better we may be able to assess whether or not we can help you save money on taxes and grow your wealth now and for future generations.
Bent Tree Trust Advisors
3008 Holford Road
Richardson, TX 75082-3741
P: (972) 591-7002
F: (855) 743-4246
collin@benttreetrust.com
