What's Your Dream
Retirement?
You have dreams. We can help you bring them to life. Schedule a FREE CONSULTATION today!
Hi, I'm Tony Root
As an independent investment adviser representative, I believe that financial planning is about more than just investing. I believes that education plays an important role in the process, so I strive to educate my clients as I guides them toward setting their future financial goals. With 10 years of experience in customer service, I work hard to make my clients feel comfortable and confident as they make their personalized financial decisions.
– Tony Root
The Value of An Advisor
We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave’s 7 Baby Steps or just getting started, we are here to help!
* Based on a 25 Year Investment
Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source
How I can Help?
Ready To Get Started?
Get started with our team in 3 simple steps!
Step 1: engage
Schedule A Meeting
Schedule a FREE initial consultation with myself, Tony Root, so I can better understand your goals.
Step 2: Educate
create a plan
During this conversation we’ll have a chance to assess your current financial situation and make a clear plan for you.
Step 3: Empower
get Back To Your Life
Get back to your life with greater confidence and financial peace.
Market Update
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