Plans for care, dignity, and voice when it matters most.
Legacy and giving conversations built on values.
Legal and financial strategies that honor your real life.
Inclusive planning with compassion and clarity.
Support for those who’ve spent their lives helping others.
We help turn your values into a legacy.
Deeper Insight Starts With Education and Resources
Choosing a financial adviser isn’t just about credentials or investment returns. It’s about finding someone you can trust with your story, your goals, and your future. At Yew Tree, we believe that the right adviser does more than manage numbers—they walk alongside you with integrity, clarity, and care.
Many public workers assume their pension will carry them through retirement. But today’s reality is more complex. From inflation and long-term care to survivor needs and rising costs, this article explores why “guaranteed” income still needs thoughtful planning.
Most people believe financial planning is about choosing the right product. However, true planning begins with understanding someone’s hopes, fears, and the life they want to protect. It asks: What do you want your life to feel like? Who are you responsible for? At Yew Tree Foundation, we prioritize life over products. Discover how planning can bring you peace of mind and protect what you cherish.
When crisis hits, who you name matters more than you think. Legal documents like a Healthcare Power of Attorney and Durable Power of Attorney are essential, but choosing the right person is crucial. They voice your wishes when you can’t advocate for yourself. Whether you’re part of the LGBTQ+ community, estranged from family, or rely on chosen family, naming the right people is vital. Learn how to ensure your loved ones are integral to your plan.
