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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? 
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®.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

CONTACT US

2715 Post Road, Suite A
Stevens Point, WI 54481

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