Additional Services
Additional Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Because Personal Finances are Just that — Personal.
How you spend your money is a part of who you are as an individual, a partner and a family. Would you like to better-understand your personal bias and make more unbiased and unemotional financial decisions, big and small?
Let Rooted Financial Solutions teach you empowering strategies for creating and sticking to a budget. We'll assist you with setting financial goals and plans to achieve them by tracking your expenses, helping you find ways to save money, and establish good spending habits.
We provide guidance on how 401(k), 403(b) and 457(b) plans may fit within your overall financial picture. Our approach focuses on understanding plan features, contribution options, and investment choices so you can make informed decisions that align with your personal goals and circumstances.
Planning for retirement income involves evaluating multiple sources and how they may work together over time. We help you assess various income approaches, including distributions from retirement accounts and other assets, with attention to tax considerations and long‑term sustainability.
We offer education and guidance on Medicare Advantage, Medicare Supplement, and prescription drug plans. Our role is to help you compare available options, understand coverage differences, and select plans that align with your healthcare needs and financial considerations.
Retirement planning is an ongoing process that evolves with your life and priorities. We work with you to organize your financial information, clarify objectives, and evaluate strategies related to savings, investments, income, and taxes within a structured planning framework.
Education funding requires balancing future education costs with current financial priorities. We help you explore planning tools and funding strategies, such as 529 plans and other savings options, to support education goals while considering your broader financial situation.
Insurance planning plays an important role in managing financial risk. We assist in reviewing long‑term care and life insurance options, helping you understand coverage features and considerations so these tools can be evaluated within your overall financial plan.
Asset protection planning focuses on understanding potential risks to personal wealth and evaluating strategies that may help address them. We work with you and, when appropriate, coordinate with legal and tax professionals to consider planning approaches aligned with your objectives and circumstances.
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Looking for guidance beyond the basics?
Whether you’re planning for retirement, managing benefits, or protecting your assets, we’re here to help every step of the way.