Retirement 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 to make a plan. 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 assist you in creating a personalized plan that has the power to transform your future. 

 

 

– Tony Root

How to get started...

Step 1:

We Listen

During our FREE initial conversation we'll discuss your needs and goals for retirement.

Step 2:

Make a Plan

Our team will help construct for you a specific game plan tailored for your success.

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*

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

Step 1: Schedule a Meeting

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

Step 2: Make a Plan

Our team will help construct for you a specific retirement plan tailored for your success. 

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.

We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account.
 
We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.

 

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.

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. 

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. 


 

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 today.