Overview

We help you get the most out of life with your money. If you’re thinking about retirement, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, you’ll soon find there are financial salespeople out there who give cookie-cutter answers about what you should do with your money to make a quick buck. With this prescriptive thinking, you’ll work hard and save—only to find that you’re following advice that isn’t helping you live the life you want. There’s not enough out-of-the-box thinking. This is why we started Root Financial. Our process starts at your roots and is guided by your why so we can craft a plan that’s truly yours. By getting a thorough understanding of who you are, we can plan a course designed especially for your wants and needs. Empathetic advice for real life; it’s what you deserve. Visit our website to start today.