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Case Studies

Tom and Sally

Do we have enough to retire?

Tom and Sally had maxed out 401(k) plans, paid down their mortgage, and had other investment accounts, the problem was they had no idea how to manage their investments in a way that would support their income for the rest of their lives.

Together we created a customized investment strategy giving them the ability to know that their retirement savings are protected and they have more than enough to comfortably support themselves for the rest of their lives.

Brian and Tina

Brian and Tina

Can we get more from our money?

Brian and Tina weren’t worried about having enough money to retire. He had sold his business for a healthy amount and she had a pension from her years of service as a teacher. Between the pension and the business proceeds they knew they would be just fine.

So what was the problem? They had worked hard for their money and they wanted to make sure it was doing the same for them. Their investments were with one of the big banks and they didn’t feel as if they were getting personalized service or proper management of their money.

Root Financial Partners

We meet regularly to ensure we stay on top of your plan, quickly adapting to change as your life changes.