Family Tree Financial

Business Details

Your Trusted Financial Planning Partner in Surrey

Family Tree Financial is a client-centric financial advisory firm dedicated to providing comprehensive, long-term financial solutions. With over 50 years of combined experience, our team of certified professionals employs a holistic planning approach that integrates estate planning, retirement strategies, insurance, and tax-efficient wealth management. We prioritize personalized service, acting as brokers to source optimal market products while emphasizing generational financial education.

Our conservative, relationship-driven methodology ensures clients achieve financial security tailored to their unique life goals. We distinguish ourselves through transparent communication, ongoing plan reviews, and a commitment to addressing evolving financial needs across all life transitions.

Services

Estate Planning Retirement Planning Insurance Solutions Financial Planning Women in Transition Services Group Retirement Plans Long-Term Care Insurance Critical Illness Coverage Health and Dental Insurance Travel Insurance

Highlights and features

We offer a holistic approach to financial planning, considering all aspects of your financial life.
Our team holds advanced certifications including Certified Financial Planner and Chartered Life Underwriter designations.
We implement a patented process for intergenerational wealth transfer planning.
Our conservative investment strategies prioritize long-term financial security over short-term gains.
We provide 24/7 personalized customer support for urgent financial planning needs.

What people say

Approachable, professional, timely Easy to understand policies Super friendly agent Excellent service and support Never missed a follow-up

Website

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Services

Estate Planning

Our estate planning services help clients ensure assets are transferred according to their wishes while minimizing tax liabilities. We specialize in wills, trusts, and probate avoidance strategies. Our team coordinates with legal professionals to create comprehensive plans that protect wealth for future generations.

Retirement Planning

We develop customized retirement plans addressing lifetime income needs, healthcare costs, and estate protection. Our strategies incorporate tax-advantaged savings vehicles and market analysis to ensure financial security throughout retirement years.

Insurance Solutions

We offer life, disability, and critical illness insurance products that protect against financial hardship. Our brokers help clients select policies that provide tax benefits, income replacement, and asset protection tailored to individual circumstances.

Financial Planning

Our comprehensive financial planning integrates investment management, tax planning, and wealth preservation. We create personalized roadmaps addressing short and long-term goals while maintaining flexibility for life's changing circumstances.

Women in Transition

This specialized service supports women through major life transitions like divorce or widowhood. Our certified professionals provide financial education, mortgage planning, and investment guidance to ensure long-term economic independence.

People

Lloyd Litke

Certified Financial Planner

With over 50 years of industry experience, Lloyd specializes in holistic financial planning, focusing on estate and retirement strategies to secure clients' financial futures.

Charissa Keech

Certified Financial Planner

Charissa combines financial expertise with personalized service, specializing in transition planning for women and comprehensive insurance solutions tailored to individual needs.

Questions

What financial planning services do you offer?

We provide estate planning, retirement strategies, insurance solutions, and specialized financial guidance for women in transition, all customized to individual needs.

How do you differ from other financial advisors?

Our holistic approach combines 50+ years of experience with intergenerational planning expertise and a focus on tax-efficient wealth preservation strategies.

Do you work with businesses as well as individuals?

Yes, we help businesses implement group retirement plans, employee benefits packages, and succession planning strategies tailored to their specific needs.

What areas do you serve?

While based in Surrey, BC, we serve clients throughout British Columbia including Vancouver Island and South Surrey regions.

How often are financial plans reviewed?

We recommend annual reviews or whenever significant life changes occur to ensure your financial plan remains aligned with your evolving goals.

Reviews (5)

Write a Review

Sanaa Zaidi

Jan 29, 2021 Report

Positive:Professionalism,Responsiveness,Value
Great experience signing up with them! The policies were easy to understand and their rates were very reasonable. My agent was super friendly & understanding in terms of my decision making; I felt really welcomed to the Family Tree Financial family.

Beth Wright

Jan 05, 2021 Report

Charissa and Lloyd are approachable, professional, timely, and share vast industry knowledge. I appreciate their experience during frequent portfolio updates and recommendations for customized results.

Gerald Frederick

Oct 22, 2020 Report

Positive:Professionalism,Responsiveness
Excellent service and support from Charissa. She never missed a follow-up, was always very patient and helpful, and was very diligent in keeping me posted with the status of our work together.

Christine Algard

Aug 01, 2020 Report

Highly recommended! Professional, helpful, and friendly. Lloyd and Charissa both have a gift to clearly present a financial picture and options without pressure. I am a small business owner and I found valuable employee benefits. I also received extensive personal financial planning and feel peace about my family's financial future. Thank you Family Tree Group!

Harold Keech

Jun 19, 2020 Report

Charissa has a brilliant, personal, and warm personality. She embodies the very essence of complete trust and transparency. Every financial decision is carefully explained so that I fully understand it's purpose before we make any decisions. All of our decisions directly match the goals we set out together. I recommend her to every person I meet who is ready to make good long-term investments. She has surpassed my expectations.