• Skip to primary navigation
  • Skip to main content

Ready for Retirement

  • Home
  • Podcast
  • About
  • Submit Your Question
  • Work With Me
  • Show Search
Hide Search

Work With Me

Build your Custom Retirement Strategy Today

start here

See how a custom retirement strategy makes all the difference.

If your frustrated and confused not knowing if you’re doing everything possible to make the most of your money, we can help. We apply our custom retirement planning framework to show you a clear path from where you are to where you want to be.

Retirement Planning Made Simple.

Our Services Include…

  • Retirement Income Strategies
  • Investment & Portfolio Management
  • Tax Planning
  • Social Security Claiming Analysis
  • Insurance & Medicare Review

Best of all, we never receive any commissions for any of the work we do. As a fiduciary advisor, Root Financial Partners is legally required to act in your best interest and the only compensation we’ll ever receive comes from clients, not from product companies.

start here

Copyright © 2021 ยท Ready for Retirement