Education First.
We believe better financial decisions begin with understanding. We take time to explain the options, tradeoffs, and next steps so families can make informed decisions with greater confidence.
Independent by Design.
As an independent brokerage, Goldtree can evaluate solutions from multiple insurance carriers and providers rather than building every plan around one company or product.
Planning That Connects.
Life insurance, healthcare, retirement, and estate planning decisions often affect one another. We help families keep those conversations connected around the bigger picture.
Built Around Clarity and Coordination
Financial Decisions Should Feel Clear and Connected.
Goldtree Financial Group was built to help families bring more clarity to the decisions that shape their financial lives. We combine education, independent solutions, and ongoing coordination across life insurance, healthcare, retirement, and estate planning so each conversation can support the bigger picture.
Independent Access
We work with multiple carriers and providers so clients are not limited to a single company or product line.
Personal Guidance
We take time to understand the goals, concerns, and priorities behind each decision.
Why Families Work With Goldtree
Our Story.
Built With Purpose. Growing With Intention.
Goldtree Financial Group was built around a simple belief: good financial planning should help people prepare for real life, not simply sell them a product.
That belief grew from personal experience, military service, and seeing firsthand how the decisions made today can affect a family for years to come. What began as an independent brokerage in Springfield, Missouri has continued to grow into a financial firm focused on helping families protect what matters, prepare for what comes next, and bring more of their financial life together.
2021.
Goldtree is Founded
The idea behind Goldtree began long before the company itself.
Founder Sam McCahon had personally experienced the loss of family members and saw how life insurance could dramatically change what came next for the people left behind. During his military service, Sam also spent time serving with the Honor Guard and participated in nearly 700 military funeral honors.
Those experiences offered a perspective few financial professionals ever receive. Behind every financial plan are real people, families, responsibilities, and lives that continue after someone is gone.
After returning from deployment in 2021, the McCahon family founded Goldtree in Springfield, Missouri as an independent brokerage. The goal was to build a firm that could begin with the needs of the client and look across multiple carriers and solutions rather than trying to make every family fit a particular product.
Goldtree was built with many of the same values that shaped Sam’s military service: preparation, accountability, service, and taking care of the people who depend on you.
2023.
Expanding The Financial Conversation.
As Goldtree grew, so did the needs of the families we served.
We began developing relationships with additional carriers, organizations, and industry professionals that expanded the resources available through the firm. Goldtree also moved beyond life insurance alone and further into retirement planning, working alongside our retirement team to help families consider retirement income, protection, assets, insurance, and long term financial decisions together.
These relationships helped shape what would become Goldtree Financial Group, a firm designed to coordinate more of the financial picture while maintaining the independence and personal approach the company was founded on.
The goal remained the same: understand the client first, then identify the resources and solutions that may best fit their situation.
Expanded Carrier Access
Nationwide Reach
Retirement Planning Relationships
Broader Client Solutions
2025.
Goldtree Estate Planning Is Established.
As Goldtree worked with more families on retirement, insurance, and long term planning, another gap became increasingly clear.
Important financial decisions were often closely connected to trusts, wills, powers of attorney, incapacity planning, beneficiary decisions, property ownership, and the way a family wanted its wishes carried forward.
Goldtree Estate Planning was established as a dedicated division focused on helping families bring those pieces together through education, organization, estate planning coordination, and practical implementation support.
The division created a more streamlined experience for clients who wanted their financial and estate planning conversations to work together rather than remain completely separate.
During this period, Goldtree also became an estate planning partner for the Lasting Mark retirement organization, helping support professionals and families across the country with a structured estate planning process.
Dedicated Estate Planning Division
Funding And Implementation Guidance
Trusts, Wills And Incapacity Planning
Professional Referral Relationships
Today.
Building The Next Chapter.
Goldtree continues to grow by bringing together the relationships, resources, and capabilities that can help families make better connected decisions.
Today, our work reaches across Life. Health. Wealth. and includes life insurance, healthcare and Medicare, retirement planning relationships, estate planning, and expanding solutions for business owners and employee benefits.
Relationships with organizations such as our retirement partners, Lasting Mark, and more recently Axios Group Solutions continue to broaden the resources available to the families and businesses we serve.
Goldtree is still being built around the same philosophy that started it: remain focused on people, continue learning, work with strong partners, and look for better ways to help clients prepare for the lives they are building and the people who depend on them.
Life. Health. Wealth.
Growing Industry Partnerships
Business Benefit Solutions
Built For What Comes Next
Questions About Goldtree
A Few Things You May Want to Know.
Choosing who to work with financially is a personal decision. Here are a few answers about how Goldtree works, what makes our approach different, and what you can expect when you start a conversation with us.
No. Goldtree operates as an independent insurance brokerage, which means we are not limited to recommending products from a single insurance company.
We work with multiple carriers and industry relationships so we can begin with your needs, goals, budget, and circumstances and then evaluate available options that may be appropriate for you.
We believe the conversation should start with the client, not with a particular product.
Goldtree helps individuals, families, and business owners bring important financial decisions together across Life, Health, and Wealth.
Depending on your needs, that may include life insurance, Medicare and health coverage, retirement income and protection strategies, retirement account conversations through our retirement relationships, estate planning coordination, and business benefit solutions.
Our goal is to help you understand how the different pieces of your financial life may work together rather than looking at each decision in isolation.
Our process begins with understanding where you are today, what matters to you, and what decisions you are trying to make.
From there, we help you evaluate your options, identify potential gaps or opportunities, and determine which next steps may make sense. When appropriate, we coordinate with our retirement team, estate planning division, insurance carriers, and other professional relationships to help connect the different parts of your plan.
We also believe planning should continue as life changes, which is why ongoing reviews and client education are an important part of how we work.
Yes. Goldtree works with clients in multiple states and many conversations can be handled virtually.
Our home office is in the Springfield, Missouri area, and in person meetings may be available locally. For clients elsewhere, video and phone meetings make it possible to complete much of the planning process without needing to visit our office.
Availability of particular products or services can vary by state.
Yes. Retirement conversations are an important part of the work we do.
Depending on your situation, that may include reviewing retirement income needs, protection strategies, existing retirement assets, insurance, healthcare, legacy planning, and other factors that can affect life after work.
When investment management or advisory services are appropriate, we can coordinate with our retirement team and professional relationships so those conversations can be considered alongside the rest of your plan.
No. Goldtree works with people at many different stages of life.
Some clients are young families protecting income and children. Others are approaching retirement, evaluating healthcare decisions, moving retirement accounts, building income strategies, or thinking about estate planning and legacy.
The right starting point depends more on the decisions you are facing than on reaching a particular account balance.
