Retirement Should Be Your Decision—Not a Salesperson's
Schedule a complimentary 30-minute Retirement Discovery Session to gain the clarity, education, and transparency you need to understand all of your available options.
We'll help you cut through the marketing, incentives, and industry noise so you can make confident decisions that support the retirement lifestyle you envision.
✔ No pressure.
✔ No obligation.
✔ Just honest education and guidance.
We're an independent advisory firm. We don't manage your money or take a percentage of your assets — we help you understand your options.
Not ready to schedule yet?
Get your free Lifetime Income Report and see the exact questions that shape your number — so you walk into any conversation already ahead.
This may be helpful if you are:
Planning to retire within the next 10 years
Already retired and want a second opinion
Concerned about market volatility
Wondering how much income your savings can create
Looking for retirement income education without pressure
No. This is an educational conversation to help you better understand your retirement income picture.
No. The goal is to help you understand income options first. If an annuity is appropriate, we can discuss it, but this is not about forcing one solution.
It is the amount of monthly income you may need to support your lifestyle in retirement after Social Security, pensions, and other income sources.
Are the consultations with Roots and Wealth Group confidential?
Yes. Your information is kept private and used only to help with your retirement income review and related educational follow-up.
Your retirement goals, income needs, possible gaps, and options that may help create more confidence.
That is okay. Many people use this conversation as a second opinion.
"WOW! I never got real help making decisions on my annuities from my old agent. He would just say do whatever you feel is best. Like how would I know without any real info?!?! She has always provided good choices, in a timely manner and helped me sort out what the best decision was for me. Never rushed, never steered, always helpful and informative. Thank you!"
"Thanks Stina for all your help and support in walking me through the process of getting my first annuity set up. You really made me feel at ease while working with you. Not once did I feel like you were trying to sell me something, which I appreciate so much. Thanks for being patient with me while I was making my decision. Looking forward to working with you in the future."
I help people understand retirement income options so they can make informed decisions with more confidence. My goal is not to pressure you into a product. My goal is to help you understand what may fit your situation, what questions to ask, and how to think clearly before making one of the biggest financial decisions of your life.
We’ll discuss your income goals, possible gaps, and options that may help support the lifestyle you want in retirement.
Not ready to schedule yet?
Get your free Lifetime Income Report and see the exact questions that shape your number — so you walk into any conversation already ahead.
All content is for educational purposes only. Before purchasing any investment product, be sure to do your own due diligence and consult a properly licensed professional. Annuity product guarantees rely on the financial strength and claims paying ability of the issuing insurer.
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