For Businesses

Retirement planning for the people who run the business, and the people who keep it running.

Whether you're an owner planning your own exit or an HR leader supporting your team, Roots & Wealth Group helps turn years of work and savings into dependable retirement income.

For HR & Benefits Professionals

Help your employees turn savings into a paycheck

Create a Pension is a no-cost, voluntary education program for teams without a traditional pension.

  • Lunch-and-learn workshops, on-site or by Zoom
  • Annuities 101 webinar series for employees
  • Ready-to-forward employee newsletter
  • No cost, no employee data, no plan changes
Explore the HR Program Get the free HR Partner Kit →
For Business Owners & the Self-Employed

Business Exit Strategies

A sale price is a number. A retirement paycheck is a plan. Find out what income your business will eventually need to replace, and how to replace it.

  • Identify the income your business provides today
  • See options for creating guaranteed lifetime income
  • Request a custom Guaranteed Lifetime Income Plan (GLIP) report
  • Plan your exit around the life you want after it
Explore Business Exit Strategies
Why Roots & Wealth Group

Plain-English guidance focused on retirement income

Income-first planning

We focus on the question owners and employees both face: where will monthly income come from when the paycheck stops?

Education before decisions

Stina Antonopoulos, author of Create a Pension, explains the choices, how they compare and what to ask before committing.

Remote and flexible

Meetings and workshops by Zoom or in person, scheduled around your business, not the other way around.

Not sure which path fits?

Book a short call and we'll point you to the right starting place for you, your business or your team.

Book a Roadmap Call

Educational information only; not individualized investment, tax, legal, ERISA or benefits-compliance advice. Stina Antonopoulos is an insurance professional, not a securities-licensed advisor. Annuities are long-term insurance products and are not FDIC insured; fees, surrender charges and withdrawal restrictions may apply, and guarantees depend on the issuing insurer's claims-paying ability. Products and availability vary by state. Carrier compensation may apply if an insurance product is purchased.

Ready to Build a More Confident Financial Future?

Schedule your complimentary strategy conversation to explore retirement income, protection planning & legacy strategies tailored to your goals.

ROOTS & WEALTH GROUP

a subsidiary of SJA Financial Services, LLC

CA Lic. 4374774 | NPN 20996862

Phone: 707-WEALTH7 | 707-932-5847

Address: Saint Augustine FL 32092

* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are long-term financial vehicles designed for retirement purposes. These products contain limitations, including withdrawal charges, fees, and a market value adjustment, which may affect contract values.

This information is for educational purposes only and should not be construed as investment, tax, or legal advice. Please consult with your financial professional before making any financial decisions.

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