Question 1

What is Rivertree Wealth's focus?

Accepted Answer

Rivertree Wealth is a retirement planning firm that believes in comprehensive planning and thoughtful investing. Their process is personalized and intentional, with the goal of helping clients invest wisely, pay less in taxes, and live their dream retirement.

Question 2

How does Rivertree Wealth approach investment management?

Accepted Answer

Rivertree Wealth believes that investing should be purposeful. They apply three guiding investment principles: diversification, low-cost, and avoiding market timing. These principles are applied to every investment decision they make, helping clients execute their plan successfully.

Question 3

What kind of retirement income planning does Rivertree Wealth provide?

Accepted Answer

Rivertree Wealth helps clients identify how much income they will need in retirement and where that income will come from. They use their "retirement income buckets" approach, which gives clients a visual understanding of where their retirement income will be coming from.

Question 4

Is Rivertree Wealth independent or owned by a larger company?

Accepted Answer

Rivertree Wealth is an independent advisory firm, which means they are not owned by any other larger company. This allows them to make clear, informed decisions and provide honest, transparent advice to help clients live their dream retirement.

Question 5

Does Rivertree Wealth receive any compensation for the testimonials shown on their website?

Accepted Answer

No, Rivertree Wealth has not provided any compensation for the testimonials shown on their website. The testimonials have been chosen from all client feedback, and to the best of their knowledge, there are no other conflicts of interest associated with these testimonials.

Rivertree Wealth

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About Rivertree Wealth

Frequently Asked Questions about Rivertree Wealth

What is Rivertree Wealth's focus?

How does Rivertree Wealth approach investment management?

What kind of retirement income planning does Rivertree Wealth provide?

Is Rivertree Wealth independent or owned by a larger company?

Does Rivertree Wealth receive any compensation for the testimonials shown on their website?

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