We have developed and refined a proprietary process called The Pathfinder FORMula®. This process integrates all 109 services we offer into 7 pillars: wealth management, risk and debt management, tax planning, estate planning, cash management, philanthropy, and our value added services. Our goal is to take all the pieces of your financial puzzle and put them into place. Each plan and puzzle is unique. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and needs evolve, Silvertree Retirement Planning and The Pathfinder FORMula® follow a process that helps you pursue your financial independence.
The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no "one-size-fits-all" solution when it comes to planning your future. And because we're an independent firm, we're under no obligation to sell proprietary products or services. That means we're objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals.
