We Provide Guidance for Retirement, Care and Legacy–When The Usual Guidance Just Doesn't Feel Right.
Not everyone's life follows a conventional path. We help you plan for what's next–whether that means making the most of Social Security, preparing for care without family nearby, or structuring a legacy that reflects your values.
Explore How Yew Tree Can Support Your Planning Journey
Whether you’re planning for yourself, supporting someone else, or guiding a community—you’ll find resources and examples designed to meet you where you are.
Choose a Path That Reflects Your Life Situation
We’ll tailor your next steps to your life situation. Choose the options that fits you best–no pressure, no commitment.
Representing Church or Organization
Not sure where to start? Or want to learn more about the topics we help with?
↓ Keep exploring below.
Retirement Planning That's Rooted in Reality
We help you make informed decisions with what you already have–Social Security, 401(k)/403(b), pensions, or fixed income. Our focus is on income coordination, healthcare planning, and retirement strategies that don’t require massive wealth to be effective.
Planning for Care Without Fear or Shame
Wether you’re planning for yourself or someone else, we walk you through long-term care options that protect your dignity and independence. From Medicaid strategies to hybrid policies and safety nets for solo agers–we help you prepare without panic.
Leaving a Legacy That Reflects Your Values
Legacy Isn’t just about inheritance-it’s about impact. We support anonymous giving, charitable life insurance plans, and multi-generational storytelling to ensure your life continues to mean something, even to those who never knew you.
Navigating Complex or Non-Traditional Situations
No spouse. No kids. A partner but no paperwork. A family that doesn’t agree with your life. These aren’t problems–they’re realities. We help you build a plan that honors your life, not someone else’s expectations.
Blending Families, Balancing Priorities
Planning in a blended family can feel like walking a tightrope–especially when relationships, children, or responsibilities are uneven. We help you coordinate care, clarify intentions, and reduce confusion before it becomes conflict.
Planning alone, But Not Unsupported
If you’re facing retirement or care decisions without a partner or traditional support network, you’re not alone. We help solo agers put safeguards in place–from medical directives to trusted proxies–so you can move forward with peace of mind.
Want to Talk Through Your Situation?
No pressure. No sales. Just support, clarity, and a path forward.
If you’re feeling ready to take the next step—or just want to talk things through with someone who understands—we’d be honored to meet with you. Whether you’re planning ahead, facing a decision now, or helping someone else, you’re not alone.