Do you have a clear plan for
We make the process simple by creating clear and actionable steps needed for a successful retirement.
Hi, I'm Tony Root
As an independent investment advisor, I believe that financial planning is far more than just investing. I believe that education plays an important role in the process, so I strive to educate my clients as I guide 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!
How I can Help?
Ready To Get Started?
Get started in 3 simple steps!
Step 1: engage
Schedule A Meeting
Schedule a FREE initial consultation so I can better understand your vision and 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 and plan for you.
Step 3: Empower
get Back To Your Life
We get to work implementing your plan so that you can get back to your life with greater confidence and financial peace.
Let’s take a quick look at what’s happening in the market today.
Get In Touch