What's Your Dream
You have dreams. We can help you bring them to life. Schedule a FREE CONSULTATION today!
Hi, I'm Tony Root
– 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
How I can Help?
Ready To Get Started?
Get started with our team in 3 simple steps!
Schedule A Consultation
Schedule a FREE initial consultation with myself, Tony Root, so I can better understand your goals.
Have A Conversation
During this conversation we’ll have a chance to assess your current financial situation and make a plan for the future.
get Back To Your Life
After our meeting I’ll come up with a comprehensive financial plan to meet your needs and budget.
Let’s take a quick look at what’s happening in the market today.
Get In Touch