FAQs
Answers to our most commonly asked questions.
Yes. We are fiduciaries 100% of the time and do not receive commissions for selling investment products.
Who does Rivertree work best with?
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.
What services do you offer?
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 Review
Yes. Our advisors are CFP® Professionals or are in the process of attaining the CFP® designation.
Do you offer tax 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
Where are my assets held?
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.
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