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Answers to our most asked questions.
Yes. We are fiduciaries 100% of the time and do not receive commissions for selling products.
At Rivertree, we believe that a plan is only valuable if it is comprehensive. Because of this, we offer the following services:- Investment Management- Tax Planning- Income Planning- Social Security Optimization- Estate Planning
Yes! Tax planning is a crucial part of any retirement plan. We evaluate and plan for things like:- Roth conversions- Tax-loss harvesting- Tax-gain harvesting- Lowering Social Security taxes- Avoiding IRMAA
Yes! We currently work with clients in 21 different states. Remote work is our bread and butter.
We work best with people age 50+ who have $1 million (or more) of assets saved for retirement.Besides that, we only work with nice people.
At this time we only offer ongoing, full-service wealth management.
We use Charles Schwab as the primary custodian for all Client accounts.It is important to have a trusted, 3rd-party custodian that is responsible for the safe-keeping of your life savings.
We charge an asset-based fee. You can see our fee schedule on our Pricing page.
It all starts with a complimentary Intro Call.
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