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Deep Roots: Laying the Groundwork for Your Retirement
Deep Roots is built around the idea of creating a truly unwavering retirement plan. It's deeply planted, well-established, and built for all that life might throw its way. Now, while none of us happen to have a crystal ball and hindsight does happen to be 20/20, there are many steps that you can take as you put together your own plan to ensure it is well-rounded and “deeply rooted” to give you that true confidence you deserve throughout retirement. Within these pages, we’ll talk about:
- Keeping more of your hard-earned money
- Concerns with longevity
- Estate planning
- And more!
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By Zach Gray
Insight to help you dig into your retirement future.
Insight to help you dig into your retirement future.
About the Author
ZACH GRAY, CRPC® LACP Founder & CEO
Zach Gray boasts a distinguished career spanning more than 17 years in the insurance and financial services sector. He has held pivotal roles, all with the sole focus on helping people to and through retirement. As the Founder of Rooted Wealth Advisors, Zach is dedicated to offering his wealth of experience to help guide individuals toward their financial dreams.
Within the ranks of Rooted Wealth Advisors, Zach and his team are passionately dedicated to delivering exceptional value to their clients through the art of comprehensive financial planning. Notably, Zach is a respected contributor to leading publications like Forbes, Kiplinger and Newsmax, further solidifying his prowess in the financial world.
Inside “Deep Roots: Laying the Groundwork for Your Retirement,” Zach unpacks some of the most common concerns he’s seen in the past decade when it comes to financial planning for retirement, as well as digging into the “why” of Rooted Wealth Advisors.
About the Author
ZACH GRAY, CRPC® LACP Founder & CEO, Rooted Wealth Advisors
Zach Gray boasts a distinguished career spanning more than 17 years in the insurance and financial services sector. He has held pivotal roles, all with the sole focus on helping people to and through retirement. As the Founder of Rooted Wealth Advisors, Zach is dedicated to offering his wealth of experience to help guide individuals toward their financial dreams.
Within the ranks of Rooted Wealth Advisors, Zach and his team are passionately dedicated to delivering exceptional value to their clients through the art of comprehensive financial planning. Notably, Zach is a respected contributor to leading publications like Forbes, Kiplinger and Newsmax, further solidifying his prowess in the financial world.
Inside “Deep Roots: Laying the Groundwork for Your Retirement,” Zach unpacks some of the most common concerns he’s seen in the past decade when it comes to financial planning for retirement, as well as digging into the “why” of Rooted Wealth Advisors.
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.