Experience peace of mind knowing our team is providing expert guidance to ensure you stay on track to reach your retirement goals. Planning is at the core of our advice. Let our smart technology combined with human insight show you the best plan for your money. 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 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.
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 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.
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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.
James Conole
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We know what it feels like to be uncertain about your retirement and not feel confident about your financial future. If you're like most people we work with, you've felt unsure that you're making the most of what you have. And you've likely wondered if there was a clear pathway to retirement that helped you feel financially secure.
Ari Taublieb
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Ari joined Root Financial Partners after spending two and a half years at Nuveen Investments, a global top-five wealth management firm, helping clients with income generation, alternative investments, and socially responsible investing. After discovering how much he enjoyed working with clients, Ari sought out the independent advisory world to find a client-facing role so he could make a difference in client's lives.
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