Your All-Encompassing Retirement Planning Bundle

The items in your retirement toolkit can be accessed below.

Deep Roots Mockup of book

Deep Roots (eBook)


Will Your Money Last As Long As You Do (Guide)


Are You Paying Too Much in Taxes in Retirement (Guide)


The Social Security Decisions (Guide)


Will a Recession Rob Your Retirement? (Guide)


Checklist Challenge (Guide)


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Rooted Wealth Advisors

Content prepared by Advisors Excel.

IMPORTANT NOTICE AND DISCLOSURE The information and material contained in this communication is confidential and intended for the recipient addressee named. If you are not the intended recipient, please delete the message and notify the sender immediately. Rooted Wealth Advisors is an Investment Adviser registered with the Securities and Exchange Commission. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of any description of securities, markets or developments mentioned. As a precautionary measure, we cannot rely on e-mail requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions. Such requests, orders, or other instructions sent by email should be confirmed verbally prior to their anticipated execution. We are unable to ensure email sent to you from us or sent from you to us will be received. Please contact us at (815) 918-4727 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Rooted Wealth Advisors with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Our firm does not provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.


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