Let’s Get to the Root of Your
Clarity. Comfort. Confidence.
Our pledge is to dig deep to help deliver the retirement you’ve earned.
Clarity. Comfort. Confidence.
Our pledge is to dig deep to help deliver the retirement you’ve earned.
Proud Sponsor of the University of Illinois
The Rooted
Retirement Process
Step 1
Cultivate & Dig
We dig deep into your retirement goals, hopes and dreams, evaluate your current spot on the road to retirement and then get to work!
Step 2
Plant & Grow
Using the information previously collected, we formulate a plan designed to help you live a retirement lifestyle you never thought possible.
Step 3
Nurture & Harvest
As you progress to and through retirement, we help you continue to live the dream with regular meetings to tweak and adjust your plan.
Real. Reliable. Rooted.
Get To Know Our Team
At Rooted Wealth Advisors, you’re never just a number. We’re intentional about getting to know you — your goals, your concerns and your loved ones — so we can help craft a retirement that’s uniquely you.
Real. Reliable. Rooted.
Get To Know Our Team
At Rooted Wealth Advisors, you’re never just a number. We’re intentional about getting to know you — your goals, your concerns and your loved ones — so we can help craft a retirement that’s uniquely you.
Request Your Copy
Deep Roots: Laying the Groundwork for Retirement
Fill out the form to request a copy of “Deep Roots: Laying the Groundwork for Retirement,” a new book authored by Rooted Wealth founder, Zach Gray. Helping thousands of families prepare for retirement taught Zach many valuable lessons, insight he used to shape Rooted Wealth Advisors and now shares in “Deep Roots.” Grab your copy today!
Request Your Copy
Deep Roots: Laying the Groundwork for Retirement
Fill out the form to request a copy of “Deep Roots: Laying the Groundwork for Retirement,” a new book authored by Rooted Wealth Advisors founder, Zach Gray. Helping thousands of families prepare for retirement taught Zach many valuable lessons, insight he used to shape Rooted Wealth Advisors and now shares in “Deep Roots.” Grab your copy today!
Check Us Out
For us, experience is everything. Visit Rooted Wealth Advisors and see for yourself how we help create confidence and the freedom to choose the kind of lifestyle you’ll enjoy in retirement.
Check Us Out
For us, experience is everything. Visit Rooted Wealth and see for yourself how we help create confidence and the freedom to choose the kind of lifestyle you’ll enjoy in retirement.
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