Testimonials

 

I referred my parents to Melinda Wilke for Fee Based Planning because I have confidence in her abilities and expertise. Melinda possesses the credentials that my parents' attorney, who specializes in estate planning, had recommended. 

Melinda takes her time to listen and speaks with my parents in a manner which is down to earth and personable.

We feel that Melinda and her team are giving 110% effort to make the most of our investments.

-Lisa M., Northwestern Mutual client


I referred my 2 adult children to Melinda because I am confident that Melinda will ask the questions necessary to understand the short term and long term goals of each of them. Additionally, Melinda will take the time necessary to allow each of them to fully understand what Melinda is recommending to maximize their outcomes.

Melinda is exceptionally intelligent within her areas of expertise. She does a great job of explaining everything in layman's terms so I understand the concepts and approach.

Melinda takes pride in seeing her clients succeed.

-Mark M., Business Owner, Northwestern Mutual Client


Melinda was able to talk through many different retirement scenarios with us that we otherwise wouldn't have considered. We were able to get into in-depth discussion with the amount of time that Melinda spent with us. It was money well spent.

Melinda is someone that I trust. I recommend Fee Based Planning to anyone seeking unbiased advice. We were able to have open discussions without pressure to purchase a product.

I wanted to work with someone who had a fiduciary responsibility to me, not a company.

Even though we have an investment person already, we wanted a separate, disinterested person with a fiduciary responsibility to us to look at our overall financial health related to retirement. Melinda did that for us. It was worthwhile.

We decided to do Fee Based Planning because we pay for someone for legal advice, we pay for tax advice, why wouldn't we pay for professional financial advice? Melinda has the credentials we were looking for.

-Robert, Fee Based Planning Client


I recommend Melinda because she was genuinely interested in figuring out what we wanted and needed. She worked with both my husband's and my learning styles. She involved both of us in our planning, took in both of our perspectives, and meshed them into our plan.

Melinda helped us see our choices, she didn't just tell us what to do. She educated us and showed us that there are many ways to reach our goals.

Melinda spent a lot of time educating us, even before we developed our plan.

The process was less stressful that we thought it would be. It was a really smooth experience.

- Lisa E, age 31
Fee Based Planning Client

 

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

Melinda Wilke, CFP®, CLU®, ChFC®, CASL®, CLTC®
Wealth Management Advisor


Physicians Nationwide

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck