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.

As a licensed investment advisor, I believe that financial planning is far more than just investing. Education plays a vital role in the process. I strive to educate my clients as I use Dave Ramsey’s principles to guide them towards their personalized financial goals, which may include eliminating debt, taking control of personal finances, investing to plan for college or retirement, and ultimately achieving financial freedom.

Retirement planning can be a confusing process. I believe in leading my clients with the heart of a teacher as I help them to truly understand their investments. My goal is to live and give like no one else and to help all of my clients also achieve that financial freedom. I currently hold my Series 6, 63, and 65 Securities Licenses as well as Life Insurance Licenses.

When I’m not working, I enjoy spending time with my wife, Chalee, and 3 young children, Nora, Thea, and Tucker. We love to take road trips, explore new places, and also just to enjoy a good day at the local beach or a walk around our neighborhood.

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.

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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 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.

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

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. 

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.