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Free consultations with a Certified Financial Planner.

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All your retirement worries answered in one place. 

  • What do I do about health insurance prior to age 65?
  • When and how should I file for Social Security? 
  • Should I pay off my mortgage?
  • How do I know if I'm on track?  
  • Can I afford to retire early?
  • How do I create a sustainable income for my lifetime?
  • How much will I pay in taxes in retirement? 
  • When will my money run out? 

In The News

Recently Jason was featured in Advisor Perspectives. Advisor Perspectives is the leading publisher for Registered Investment Advisors, wealth managers, and financial advisors.

Read Jason's article, Flubbed Up Financial Plans, by visiting here.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our People

Our People

Years of experience have prepared us to guide you through your life transitions.

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Silvertree, LLC. provides panoramic finanicial planning to people who value time, in an easy to understand environment, with a genuine voice. Helping them feel relieved and reassured about their financial future through a process called the Pathfinder FORMula®.

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2715 Post Road, Suite A
Stevens Point, WI 54481

Phone: (715) 544-1610
Fax: (715) 997-9435