When we chose to retire and move unexpectedly early, Brandee was an excellent listener who then helped to create our professional retirement plan that is providing us peace of mind and funding for world travel. Her proactive approach but non-obtrusive on-going professional communication educates and helps us maintain a strong income stream, while being prepared for the possibility of requiring long-term health care.
— Jim & Pam, Retired Educators, clients
I value integrity and communication – their willingness to listen, provide answers, and to offer guidance has earned my trust and confidence. Having a generational continuity plan affords security for my family to have the same stability of life that I experienced.
— Karen, Retiree, client
I really appreciate how the River Tree Wealth team have been trailblazers both locally at Northwestern Mutual and industry-wide in the entire country. What a great honor it is for them to be part of our organization helping to lead the way.
— Troy Kemelgor, Client, Managing Partner - Columbus Agency
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.