“Rivertree Financial Planning’s mission is to assist its clients in growing, protecting, and giving money through sound biblical financial planning. The Advisors at Rivertree Financial Planning have over 35 years of combined experience in their industry. They are committed to maintaining the highest standards of integrity and professionalism in their clients' relationships. Their vision is to see their clients and the greater community experiencing joy through generous living. They are qualified to help their clients develop a comprehensive financial plan to meet their financial goals. They know the unique challenges facing young professionals and pre-retirees. Their team has the knowledge, temperament, and resources to help their clients make wise investment decisions. They accomplish this by regularly reviewing their clients' investments and designing personalized portfolios appropriate to their needs. They keep you involved by meeting semi-annually or annually to review and evaluate your investment performance and update your financial objectives. Their clients are unique people with unique goals, so their services aim for unique solutions. They offer a complimentary meeting to their clients.”
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