Melinda Wilke, CFP®, RICP®, CLU®, ChFC®, CLF®
Wealth Management Advisor


Physicians Nationwide

Testimonials

 

I met Mindy initially when she did our group disability insurance. Subsequently I had a chance to listen to her as a speaker when she presented retirement planning to the physicians at a large meeting. I was impressed with the clarity of her thought, presentation and how comprehensive she was in discussing retirement planning options.

I had in the past worked with other financial consultants, but none were so thorough and up to date with the regulations. What was impressive was the fact that she was supported not only by her own support staff but a larger organization with plenty of resources and options.

My wife and I met Mindy initially. She was very careful and thorough in assessing our current situations, short term and long-term. She was reviewed our finances and presented options and we have set goals that would work with our financial situation and needs. We talked about re allocating priorities and assets and are now working on a time table we agreed to.

Mindy is ably supported by staff who understands the client's needs, time constraints are willing to work with the client. To date she has not pushed or sold a product and has been genuine in her recommendations. She has helped us identify priorities and has been helping us realize our goals. She understands her limitations and can refer to or work with others like getting the home insurance, tax consultants and legal team for estate planning etc.

Mindy and her team are a well-qualified, non-intrusive, comprehensive financial consultants/advisor who are dependable, friendly and reliable. They are one stop shop for financial planning. Mindy keeps herself current and sends in timely newsletters and her view of the markets.

-Dr. N.G., Fee Based Planning Client

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As young physicians, the burden of student debt from years of training is overwhelming. Melinda has educated my husband and I about loan consolidation, debt repayments and long-term retirement planning. She has helped us organize our goals and priorities so that we can complete loan payments without neglecting other aspects of our financial needs. We now feel confident that we will have all the tools we need to reach our financial goals.

Melinda makes herself available to answer all questions my husband and I have to plan for our future. She takes time to explain things in a simple way. Our discussion always centers around the goals we have those that have changed with time.

I have recommended Melinda and her lovely team to many friends and colleagues. I can't emphasize enough how important it is to have a team of experts support your future financial goals. My husband and I feel so good knowing that our family will stay financially sound no matter what. Thank you for all of your hard work.

-Dr Denise E., Fee Based Planning Client

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Melinda has a passion for financial planning. She has a high degree of knowledge related to investments, insurance and retirement. Melinda is competent, responsive and can interact and support individuals with varying degrees of financial knowledge.

While I have a strong financial background and understanding, Melinda is a highly skilled advisor who has served as a valuable sounding board. She is willing to challenge me when needed. The planning work we have done has provided my wife and I a much higher level of confidence that we are on a secure path for the future.

Given the importance of a personal connection to a financial advisor, I seldom refer family (or friends). However, based on my experience with Melinda, along with that of others I know, I have readily referred both my sister and brother-in-law, and my daughter and son-in-law. Despite the logistics of being out-of-state, both have been very happy with their relationship with Melinda and her team.

-Steve S., Fee Based Planning Client

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The most important way Melinda has helped us is planning our transition from earning a paycheck to using our retirement savings as income. She advises us on choosing the timing of when and which account to make withdrawals from to minimize tax implications.

She has helped us plan our dream of expanding our lake home by helping us with budgeting, ways to finance the project and which retirement resource to use to pay for it. Melinda is very thorough in explaining everything and takes time to answer questions.

When our son was looking for an advisor, we recommended Melinda because we trust her to be very helpful and responsive. She takes the time and effort to explain the "why and how" of our investments and how they fit into our retirement strategy in ways which we can easily understand. We feel she would do the same for our son.

-Phil C., retiring late 2018

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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.

 

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