Retirement Planning Made Simple

Most Americans are under prepared and underfunded as they plan for retirement. If you are like most, this is causing unnecessary anxiety and adding stress to your already busy lives. You don’t have to wait any longer. Let’s talk today and change your future.

Hi, I'm Tony Root.

Retirement planning can be a confusing process. I believe in leading my clients to truly understand their investments. My goal is to help you build a plan that will change your future.

– Tony Root

How to get started...

Step 1:

Schedule A Meeting

During our FREE initial conversation we'll discuss your goals and challenges to create your unique plan.

Step 2:

Review your Plan

Our team will help construct your specific retirement plan that is tailored to your individual goals.

Step 3:

Get Results

We'll help you successfully implement your plan so that you can get back to what's most important in life.

MISSION-DRIVEN

We Are Committed to helping our partners overcome any challenge and attain spectacular results.

Malesuada fames ac turpis egestas integer eget aliquet nibh. Egestas maecenas pharetra convallis posuere morbi leo urna molestie at. Tellus rutrum tellus pellentesque eu tincidunt tortor aliquam nulla facilisi. alesuada fames ac turpis egestas integer eget aliquet nibh. Egestas maecenas pharetra convallis posuere morbi leo urna molestie at. Tellus rutrum tellus pellentesque eu tincidunt tortor aliquam nulla facilisi.

The Value Of An Advisor

A study by Vanguard showed that hiring an advisor can help you achieve up to 3% better returns over time compared to investing on your own.

$1,693,177

No Advisor

$3,542,237

With An Advisor*

*Source: Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years.

Our Services

Financial planning isn't one size fits all. We are here to help you in whatever area of planning you need.

our partners trust us

Stuart Oneil

CEO, Luryc

“Lunno is a highly professional consulting firm. We can depend on them to be transparent, smart, and committed to our success.”

Elly Brett

Business Operations, Bewarx

“For over 10 years, Lunno has consistently proven their ability to understand our business needs and help us outperform our expectations.”

Jenna Ballard

VP Marketing, Wico

“When we needed help to manage the strategy and rollout of a complex marketing plan, Lunno turned out to be the perfect partner.”

We are hyper-focused on

Client Satisfaction

what can i expect in the process?

Step 1: Schedule a Meeting

During our FREE initial conversation we’ll discuss your goals and challenges to create your unique plan.

Step 2: Review Your Plan

Our team will develop your customized retirement strategy you can successfully implement.

Step 3: Get Results

We’ll help you successfully implement your plan so that you can get back to what’s most important in life.

What do you charge?

Our advisors can charge up to 1.50% depending on your situation and assets.

Do you have an account minimum?

No minimums. We want to see everyone win when it comes to investing in their future which is why we have chosen to partner with you without mandating an account minimum. Our hope is that we can come alongside you to help guide you to your financial dream.

Why should I hire an advisor?

Hiring an advisor could help to increase an investor’s portfolio returns by around 3% net in an average year. In addition, advisors are needed because they keep you on track with your investing plan while looking out for things that can knock you off course. They help you take care of the wealth you have worked hard to save, so that you can get back to the things that you care about.

Goodbye old tech...

Hello, new tech.

The best tech...

The best experience.

PATH TO SUCCCESS

ready to reach new heights? Let's get there, together.

To get started schedule a free consultation with one of our advisors below.