Do you have a clear plan for
Retirement?
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!
* 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 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.
Market Update
Let’s take a quick look at what’s happening in the market today.
