Root Assets Nominated
For two years in a row 2024 and 2025, Root Assets has been nominated for this prestigious award!
What does true financial freedom look like to you?
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.
Eliminate the weight of Debt.
Retire with peace of mind.
Pass on a legacy you can be proud of.
Looking for financial plans that won't cost you most of what you save?
Do you have the fear of not being able to escape the crushing weight of debt?
Are you afraid of what your retirement might look like?
Are you tired of living from paycheck to paycheck?
Are you concerned that you may have to downsize during retirement?
Fear of losing an income and not being prepared if that were to happen?
Are you concerned that you may not be able to leave a financial legacy?
We believe that you deserve financial peace of mind...
This is why countless clients have sought us out.
We understand your problem because at some point in time we were seeking the same financial securities.
This is how we are different.
At Root Assets, we redefine financial services with a distinctive approach. While most advisors concentrate solely on growing your existing wealth, we dig deeper—pinpointing where you’re losing money unknowingly and unnecessarily. We then redirect those recovered funds to eliminate debt, secure your retirement, and build a lasting legacy for your loved ones.
We offer two ways to serve you:
Growth-Oriented Products: Higher returns with increased risk.
Opportunity Recovery: Uncovering lost funds to maximize what you already have.
We believe the second option often serves you best, leveraging your resources without gambling on market wins. Your hard-earned savings stay safe with us. Enjoy unlimited contributions, full liquidity, and control of your funds—free from excess taxes, market swings, and fees that diminish your estate.
Three Simple Steps to a Worry-Free Life and Legacy.
Let Root Assets become your professional guide, and we will in turn help you to become the financial hero you have always wanted to become.
Identify where money is being lost.
Instead of looking for riskier ways to grow your money, we focus on where money is being lost unknowingly and unnecessarily.
Start eliminating debt and building wealth.
Using those dollars to have a far more significant impact on your finances by eliminating debt and safely growing your money without the risk of loss.
Start enjoying life without financial stress.
Start enjoying life without financial worries. Building wealth over time, never fear running out of money in retirement, and passing on a legacy you can be proud of.
Our Promise to You
Our Services are Free!
You will never pay us for our time or services. We get paid based on our performance and never from your pocket. Sound too good to be true? It isn't. It's not the way we have been conditioned, but there are better alternatives to what you already know.
You will never lose money.
You will never lose money using our proven systems. Learn the secrets of how to earn compounding interest without suffering market losses, paying taxes on your growth, or money wasted on fees to "manage" your money.
Live debt free and enjoy life.
We will cut the time that you are in debt by 50-80% or more. By learning how to leverage your money, and never lose your money's earning capacity without having to "tie it up." Allowing you to increase your lifestyle and credit score.
Never run out of money.
Being debt free, and having the ability to forecast the impact on future debt without worry. Knowing the exact minimum you will have for retirement, never run out of money during retirement, and have the ability to leave a legacy behind that you will be proud of.
Finally, Feel What True Financial Freedom Feels Like!
Before: You constantly have to mind your money for both today and the in the future. Taking up precious time and energy to make sure you stay on track.
After: You'll have plans in place that you won't have to monitor, allowing you to get back that precious time and energy, allowing you to become your financial hero and devote your time to the people and things you love the most.
Here's what people are saying:
"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:
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.
Become your Debt-Busting Super-Hero Today!
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!
Become your Retirement Planning Hero
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 Retirement Planning Hero today!
Take Complete Control of your finances
With our complete holistic approach, 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 financial hero for generations to come!
Start Learning what it is that we teach!
Learn the secrets the government and banks don't want you to know. Our strategies and processes are built on doing what banks and large corporations do daily to gain wealth. These are the basic principles to start your journey to becoming your financial hero.
