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
HERE'S HOW TO GET STARTED
Get started in 3 simple steps!
Step 1: Schedule a Metting
Schedule a FREE initial conversation so I can better understand what you are looking to accomplish.
Step 2: Create a Plan
We’ll present you with a customized step-by-step plan for how you can create the financial future you envision.
Step 3: Get Back to your life
We get to work implementing your plan so that you can get back to your life with greater confidence in the future you are hoping for.
How I can Help?
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!
Let’s take a quick look at what’s happening in the market today.
Talking to a professional about your finances can feel intimidating. But we’re just regular people.
Each of us has walked this path. That’s exactly why we’re so passionate about meeting you right where you are.
Let’s meet so that I can help you create a financial future that is everything you want it to be.
Get In Touch