Let our success plans be your guide to becoming your financial hero!
Let Roots Assets be your guide to financial freedom. Our guidance can help you become the hero you have always wanted to be.
The Results You Want!
Get out of Debt!
Financial Freedom!
Get out of Debt!
Peace of Mind!
Financial Freedom!
Get out of Debt!
Financial Freedom!
Financial Freedom!
Financial Freedom!
Let us be your guide to becoming your hero.
Live the lifestyle you deserve and even increase your credit score.
Feel secure with every financial aspect. It is you knowing exactly where you are financially.
Feel secure with every financial aspect. It is you knowing exactly where you are financially.
You work hard for your money. Let us teach you how to retain more of what you earn and make it last a lifetime.
Feel secure with every financial aspect. It is you knowing exactly where you are financially.
Feel secure with every financial aspect. It is you knowing exactly where you are financially.
Feel secure with every financial aspect. It is you knowing exactly where you are financially.
Eliminate costly and unnecessary wealth transfers to creditors and the government. Keep and earn more with your dollars.
Experience financial freedom that you have only dreamt about.
Feel secure with every financial aspect. It is you knowing exactly where you are financially.
Experience financial freedom that you have only dreamt about.
Not only will you be debt free, but you'll also have a retirement that you can count on. Leave a legacy with your family that you can be proud of.
Don't feel lost when it comes to the world of finances.
Are you constantly worried about debt?
Is not knowing where or who to turn to and trust?
Are you feeling lost when it comes to finances?
Financial problems account for over 37% of divorces each year in America. The added financial stress on top of everyday life can be too much. We teach you how to eliminate that added stress and guide you with your personalized plan to become your hero.
Are you feeling lost when it comes to finances?
Is not knowing where or who to turn to and trust?
Are you feeling lost when it comes to finances?
You visit a doctor, a lawyer, or a CPA when seeking professional help. The same should be true when it comes to handling your finances. Let our professionals help guide you to financial freedom and prosperity.
Is not knowing where or who to turn to and trust?
Is not knowing where or who to turn to and trust?
Are you worried about your family's future and future education costs?
Most people do not like discussing their finances with others for various reasons. As judiciaries, we must do what is suitable for our clients, and confidentiality is where it all begins—guiding you on your path to becoming your own hero.
Are you worried about your family's future and future education costs?
Are you worried about your family's future and future education costs?
Are you worried about your family's future and future education costs?
Every parent wants their children to have a better life than they had. This includes a quality education. Saving for higher education could never be easier using our financial system. We give you a plan that helps simplify your path to being your child's hero.
Are you wondering how you're ever going to retire?
Are you worried about your family's future and future education costs?
And are you wanting to leave a legacy behind for your family to enjoy?
Are you worried about what you're going to require? Are you trying to outsmart the markets or at least keep up with them? We eliminate all guesswork with a retirement plan that you can count on. Not that risky stuff that typical financial professionals would have you place your trust into. According to one inside professional report, at the time of the survey they took, 49% of mutual fund managers didn't even invest in the funds they managed.
And are you wanting to leave a legacy behind for your family to enjoy?
Are you worried about your family's future and future education costs?
And are you wanting to leave a legacy behind for your family to enjoy?
Beyond eliminating debt and living out our golden years in comfort, we inherently want to leave a legacy that we can be proud of and take comfort in, knowing that we care for those we love the most. We will provide the tools to accomplish all your goals and desires and help you be your loved ones' heroes.
Be Your Own Hero!
You deserve better!
We believe you deserve freedom. Financial freedom is the starting point that breaks the chains that bind you—leading to many other freedoms not even considered before. We can help show you the shortest path to achieving financial freedom.
We understand your needs and wants
Why do People do business with us?
We empathize with the financial difficulties you may face, such as the burden of mortgages, credit cards, and student loans, which can cause immense stress. Our team has experienced similar challenges and understands the importance of a solid financial plan. We have taken the time to do your hard work so that you can trust our advice. Imagine the freedom of retiring early, traveling more, or pursuing your passions without financial constraints. Don't hesitate any longer; take the first step towards financial freedom by scheduling a free consultation and receiving a personalized report based on your unique needs and goals. Why continue to struggle with financial burdens when you can take control of your finances today?
Schedule Now
It has never been easier to provide a plan for success in the financial world. You can take control of your destiny. With our easy-to-follow system and risk-free strategy, you'll feel like a financial wizard in no time.
You can put your trust in us.
Get your plan with easy-to-follow, step-by-step Instructions
With our proven strategies and plans that we will provide to you, you'll experience the following:
- Freedom from debt that is holding you back from truly enjoying all that life has to offer.
- We eliminate debt in a fraction of the time it typically takes you.
- Start building wealth rather than figuring out which bill and how much of it to pay next.
- Grow your nest egg in a tax-free* and creditor-proof* environment.
- Participate in market gains like the S&P 500 without any downside market losses.
- Maintain liquidity, use, and control of your money without " locking it up" and losing access to funds when needed.
- Have your nest egg grow, distribute, and pass on to those you care about most in a tax-free environment.
- Know the minimum amount of money you'll have retiring. Only allowing you to enhance those dollar figures and increase your lifestyle as you age.
Your One Step Away From True Freedom.
You're just a click away from starting the path to financial freedom and security. You deserve to live your best life without the shackles of financial concerns holding you back. Let one of our guides work with you individually to show you how to use our system that will allow you to become the financial hero you have always wanted to be.
Not Quite Convinced? Learn More By Following These Steps.
Watch The Intro Videos
Schedule a Discovery Session
Watch The Intro Videos
Step One:
Watch the intro video for either one of our bulletproof financial plans.
Watch The Full Webinar
Schedule a Discovery Session
Watch The Intro Videos
Step Two:
Watch our short but comprehensive webinars to learn how our system is like no other you have seen before.
Schedule a Discovery Session
Schedule a Discovery Session
Schedule a Discovery Session
Step Three:
Schedule a discovery session with one of our specialists to learn how we can help.
Our Promise to You
These services are accessible to you.
Live debt free and increase your lifestyle.
These services are accessible to you.
You will never pay us or anyone for our time or services. We get paid based on our performance and never from your pocket.
You will never lose money.
Live debt free and increase your lifestyle.
These services are accessible to you.
You will never lose money using our proven systems. Learn the secrets of how to earn compounding interest without losses.
Live debt free and increase your lifestyle.
Live debt free and increase your lifestyle.
Live debt free and increase your lifestyle.
We will cut the time that you are in debt by 50-80% or more. By learning how to leverage your money, you never lose your money's earning capacity.
Never run out of money.
Live debt free and increase your lifestyle.
Live debt free and increase your lifestyle.
You will know the exact minimum you will have for retirement and never run out of money during retirement.
Your life be changed after implementing our strategies.
Before using our strategies:
After implementing our strategies:
After implementing our strategies:
You are shackled with debt and need to know exactly where you will be when it comes time to retire or if you may outlive your retirement funds.
After implementing our strategies:
After implementing our strategies:
After implementing our strategies:
Being free of debt and having the comfort of knowing the exact minimum of money you will have when you retire—along with the ease of knowing that you won't outlive your retirement funds.
"Some people take the long way to do this that changes their standard of living... I took the easy way. Thank you for showing me how, Jeff! I'm glad I listened to you."
- Mandy W.
What You Get
Additional Information
- A no-cost-to-you discovery appointment to learn more about our systems.
- A free personalized and customized report gives you the direct path to financial freedom that you help design.
- We give you a step-by-step process to implement your plan and allow you to take control of your financial future.
- Free, ongoing counseling and yearly reviews to help you stay on track.
- Forecast future purchases and expenses to see how they may affect your financial future.
- Peace of mind knowing where you are and where you will be financially. Allow you to grow your wealth tree without worrying about losses again.
- Grow your accounts, utilize your dollars as you see fit, and pass along a legacy to those you care about. All in a tax-free environment.
- Freedom. Free from worry, financial stresses, and free to truly enjoy life.
Let us be your guide! Let us help you become your Hero!
Debt Action Plan
My New Retirement Plan
My New Retirement Plan
Break free from the chains of debt. Sleep better at night, and set yourself free! Create and live the life you have always wanted, and even improve your credit score! Let us be your guide and provide the tools to help you become your hero!
My New Retirement Plan
My New Retirement Plan
My New Retirement Plan
Sleep well at night, knowing you have a solid retirement plan and the minimum amount of money you'll have for retirement. Participate in the markets without taxation on the growth, without fear of loss, and never outlive your money! Become your hero for life!
Circle of Wealth
My New Retirement Plan
Circle of Wealth
We will do the heavy lifting for you and develop a plan custom-tailored to your situation. We will guide you through an in-depth process to find where you are losing money, unknowingly and necessarily, and allow you to become your hero for generations to come!
Free Ebook download
Learn How To Make Money Like A Bank
Learn the secrets the government and banks don't want you to know. Our strategies and processes are built on doing what the banks and large corporations do daily to gain wealth. These are the basic principles to start your journey to becoming your hero.
Proud to be nominated in 2024!
The Better Business Bureau (BBB) Torch Awards for Ethics recognize businesses and non-profit organizations that demonstrate high ethics and integrity in their business dealings. The award honors organizations whose leaders exhibit personal character, ensure ethical practices and build trust with their customers, employees, and local communities. The award also emphasizes building trust and embodies BBB's mission to advance marketplace trust.