Financial Planning for
Dollar Tree Professionals
Tull Financial Group provides sound financial planning for
Dollar Tree professionals. Let our skilled team of advisors
construct a comprehensive financial plan that best leverages
your Dollar Tree benefits package and sets you on the
right path towards financial success.
Conveniently located at the base of Dollar Tree’s corporate headquarters in Summit Pointe, we welcome the opportunity to serve you. Stop by to visit or click below to schedule a free consultation today.
Call to Schedule a Consultation
Conveniently located at the base of Dollar Tree’s corporate headquarters in Summit Pointe, we welcome the opportunity to serve you. Stop by to visit or click below to schedule a free consultation today.
Partner with Tull Financial Group to
Maximize Your Dollar Tree Benefits Package
Dollar Tree Benefits
Tull Financial Group
Other Advisors
(No Dollar Tree Experience)
Dollar Tree Restricted Stock Units + Dollar Tree Stock Purchase Plan
Provide an overall analysis of your Dollar Tree stock options.
Determine the most tax-efficient contribution strategy for your situation.
Plan how to best exercise and diversify your Dollar Tree stock options.
Dollar Tree 401(k) Plan
Provide an overall portfolio allocation recommendation based on your risk tolerance and time horizon.
Deliver an investment proposal specific to Dollar Tree 401(k) plan offerings, while providing active investment management tailored to you.
Determine the best contribution type (pre-tax vs. Roth) and amount while considering your individual tax bracket, cash flow surplus, and living expenses.
Provide a drawdown schedule that achieves tax-efficiency within your personalized, recommended withdrawal rate.
Dollar Tree Deferred Compensation Plan
Explain high-level characteristics of deferred compensation plans.
Work closely to calculate a recommended amount to contribute to the Dollar Tree Deferred Compensation Plan that builds a personalized distribution strategy based on your financial goals and risk level.
Implement deferred compensation plan and align your plan distributions with future cash needs, such as a child’s college tuition, retirement cash needs before Social Security, etc.
Dollar Tree Health Care Benefits
Provide an overview of Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) and tax benefits of each.
Develop a personalized plan for your medical expenses, cash flow, and tax bracket to determine the strategy that may benefit you the most in the long run.