Testimonials

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

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

-Lisa M., Northwestern Mutual client


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.

Even though we have an investment person already, we wanted a separate, disinterested person with a fiduciary responsibility to us to loo at our overall financial health realted 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 crdentials we were looking for.

-Robert, 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