Pursue your dream retirement
We want to help you benefit from your hard work. At Rooted Financial, we make sure trust and integrity flow through all aspects of our practice.
Our most important consideration? You. We work with you to create financial plans tailored to your needs and believe in preparing for all of life's curveballs.
We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.
Should You Borrow from Your 401(k)?
Protection Against Uninsured Drivers
Disability and Your Finances
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."