Skip to content
Make an appointment
Menu
Home
About Us
About Us
Bob Brown
Pam Brown
Kelly Lemley
Ellie Lien
Photo Gallery
What Makes Us Different
Why Work With a CFP®
About Raymond James
Our Clients
Our Clients
Business Owners
Corporate Executives
Families and Individuals
Pre-Retirees
Retirees
Our Difference
Our Difference
Our Process
Business Planning
Estate, Charitable Giving & Trust
Financial Planning
Investment Management
Investment Strategies
Portfolio Management
Retirement Planning
Resources
Resources
WorthWhile
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Client Access Videos
Contact Us
Contact Us
Refer Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
WillowTree Financial Solutions
3200 Hillcrest Park Dr
Ste 102
Medford, OR 97504-7682
T: 541.494.7724
F: 541.414.6629
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Business Owners
Education
Longevity Planning
Retirement Planning
Media
Article
Checklist
Infographic
Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
Read
Markets & Investing
Load more
Load more