Root Financial Partners

If you’re thinking about your retirement journey, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, you’ll quickly find there are financial salespeople out there who happily give cookie-cutter answers about what you should do with your money to make a quick sale. They’ll have you fill out a generic questionnaire and run your numbers through some basic software, all just to give you the same blanket advice they provide every other client. If you hire a financial advisor, you’re looking for guidance with one of the most intimate parts of your life. But unfortunately, too often, you’ll often get a lot of boilerplate recommendations that aren’t unique to you and your specific circumstances. With this type of prescriptive thinking, you’ll work hard and save—only to find that you’re following advice that isn’t helping you to get the most out of life with your money. This is why we started Root Financial. By getting a complete picture of who you are as an individual, we can design a course specifically for your wants and needs. We call this human-first financial planning: a method that starts at your roots and is guided by your why. Your financial situation is a human problem with a personal emotional connection. We'll meet it with an empathetic, human-led solution. It isn't enough to provide an excellent portfolio or financial plan. We want you to walk away with total confidence and happiness in how we deliver it. Sometimes that's as simple as providing complete transparency and educating you on what's happening. Ultimately, we all want the same things: to know we're going to be okay, live a happy life, and leave a legacy behind we can be proud of. If we're lucky enough to help you with this, we won't take it lightly.