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Services

We create financial plans and manage portfolios to ensure you're on track for retirement

Our Manifesto

Money is hard. Yes, the idea of it is simple and the value of it makes sense. But what to do with it, how to protect it, save it, and grow it feels elusive. Is it actually possible to achieve financial peace?

You want to know that you are making the right decisions when it comes to setting yourself up for a secure retirement. You want to be confident that your well-being means something and is being cared for.

At Root Financial Partners we understand people and know that you want to be confident in your financial future. So we don’t just give you a clear path towards financial freedom, we come alongside you and help you navigate that path. Money is hard and the future can be uncertain, but not when you have a guide.

Our Process

Step 1: Schedule a Call

Tell us about your goals so that we can understand what a successful outcome looks like for you.

Step 2: Chart a Custom Course

We work together to create a custom financial strategy to accomplish your goals and outline the steps needed to get there.

Step 3: Confidently Push Forward

Experience peace of mind as we provide ongoing care and guidance to ensure you stay on track to reach your goals.

We understand that navigating your financial future can be overwhelming which is why we work diligently to solve your most complex financial problems with elegant, easy-to-implement solutions.

Request your free consultation so you can stop feeling overwhelmed and you can gain confidence in your financial future. And in the meantime, use the free tool below to see where you stand with your retirement readiness.

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

Tom and Sally

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.

A Breakdown of Our Services

Comprehensive Financial Planning Services:

Retirement planning

Social Security planning

Healthcare and Medicare planning

Budgeting and cash flow planning

Insurance and risk management planning

Tax planning

Estate and family protection planning

Investment Advisory Services:

Direct access to an investment manager that knows you and your unique goals

Ongoing portfolio review, rebalancing, and tax-loss harvesting

Professional management of globally diversified and tax-efficient portfolios constructed with institutional funds

Investment portfolios managed to your specific goals and comfort level with risk

Investment education designed to teach you the fundamentals of investing and the optimal way to construct your own specific portfolio

Peace of mind knowing that you’re working with a fee-only fiduciary that follows a legal obligation to put your best interest first

*We do not prepare taxes nor are we attorneys. We do work with your existing CPA/attorney or connect you with one that can help to address your tax or legal planning points.

Root Financial Partners

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

Best Fit Scenarios

Retirement

People approaching retirement with at least $500,000 in their portfolio

Professionals

High income professionals with annual incomes north of $300,000/year

The upfront cost of these services typically ranges from $1,000 – $3,000 as a one-time fee, although we waive the right to waive this in certain scenarios.

From there we typically help people to manage their investment portfolios to ensure they stay in alignment with their financial plan. The fee for ongoing management of client portfolios is generally between 0.50% – 1.25% per year. This fee covers both the portfolio management and the ongoing financial planning.

In some cases we will charge a fixed annual fee instead of a percentage of a client’s portfolio.