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 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
Elly Brett
Business Operations, Bewarx
Jenna Ballard
VP Marketing, Wico
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.
