Your Life’s Work Is More Than Dirt and Diesel.
Let’s Plan for Its Future.
A practical guide for farm families on holding onto more of your hard-earned money, keeping the farm in the family and turning sweat equity into a more confident retirement.
A Farmer’s Guide to a Prosperous Retirement
Harvesting Tomorrow
In his book, Zach covers:
How to till the tax terrain with practical tips that help you manage taxes and keep more of what you earn
Strategies for sowing different investments to help diversify your portfolio and aim to grow your financial stability
Guidance on passing the torch to help ensure a smooth transition of your farm to the next generation
Steps for harvesting retirement goals to help you prepare for life after farming while protecting your hard-earned assets
Real-world advice for weathering financial storms and helping stabilize your farm’s future through challenges
Be the Farmer of Your Finances
Take Control
Farmers know the value of preparation and hard work. At Rooted Wealth Advisors, we’ll help you cultivate a unique plan that puts you in the driver’s seat.
Plant the Seeds
It’s time to cultivate the financial freedom you’ve always dreamed of. We’ll help you create a retirement plan that fits your vision.
Harvest Confidence
With an intentional retirement strategy, you’ll be better prepared to weather any storm. Let’s build a financial foundation that will help support you today, tomorrow and beyond.
Meet
Zach Gray, CRPC®, LACP
Founder and CEO, Rooted Wealth Advisors
Zach has always believed in planting deep roots in everything he’s done, remaining committed long enough and working hard enough to watch his endeavors flourish over time. But for Zach, planting deep roots goes even further than commitment and hard work; it’s about staying true to his values and developing deep connections with the people in his life. Zach Gray grew up working the fields and raising cattle, giving him a deep respect for the grit and pride of the farming community. That heart for agriculture drives his passion for helping farmers protect their legacy and confidently plan for the future.
As an advisor, planting deep roots means providing his clients with customized financial advice and building a tailored, grounded, solid plan that helps protect their assets and grow what is most valuable to them and their families. It also means deeply valuing the connection he builds with his clients and their families, as an extension of his own.
Zach passed the Series 6, 63 and 65 securities exams and holds insurance licenses in multiple states. He earned his Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning, as well as the Life and Annuity Certified Professional (LACP) designation.
In addition to his new book “Harvesting Tomorrow: A Farmer’s Guide to a Prosperous Retirement,” you can check Zach out on YouTube, local television and the “Digging In” podcast.
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