My wife and I met Heidi Westfall of RTI Wealth Management at a critical time. I had just transitioned from full-time work to entrepreneurial life and had alot of questions. When I was full-time employed retirement and estate planning resources were made available by my employers.

Now, we needed some personal help to plan and prepare for our financial future. Heidi and RTI quickly built trust and rapport with us as we began to navigate this new personal landscape. They had market knowledge, experience, and technology to simplify information sharing and planning. Not too long after we engaged with Heidi and the team we had a solid long term financial plan, life insurance, and an estate plan all of which added value to our household and most importantly peace of mind.

We couldn't be more grateful for the assistance of Heidi and the team at RTI. 

This statement is a testimonial by a client of the financial professional as of 04/05/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Even with my economics background, working on investing my own money gives me a ton of trepidation.  I think part of it is just due to what I know to be the volatility of the world, the markets, investors, etc. these days.  But equally so, I think a great part of my anxiety comes from the fact that I know how unbelievably fortunate I am to have the resources that I now have to invest and I don't want to waste that gift.

I really appreciate the RTI Wealth team and the confidence that I can have in your brains, your abilities, and your understanding of me.  Thanks for being a badass team!

This statement is a testimonial by a client of the financial professional as of 04/05/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Thank you again for your support and for the compliment! You are a force to be reckoned with and I love your honesty and integrity. A rare trait these days Heidi.

This statement is a testimonial by a client of the financial professional as of 08/20/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Thank you for all your support and guidance, and patience! Obviously, it is clear finances are not my thing, nor do I really understand it all. I am so deeply appreciative of you, the timing of you entering our life, and how we can be more responsible/knowledgeable and ready for what is to come. You are incredibly thoughtful. Thank you for your kind words and care. I told my husband I may frame the card and note as a reminder of financial literacy and practice.

This statement is a testimonial by a client of the financial professional as of 03/07/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.