Your Strategy Session is Confirmed
I'm looking forward to our conversation. You've just taken a great step toward creating a more peaceful, confident retirement.
What to Expect on Our Call
Our upcoming conversation is entirely about you—your goals, your concerns, and your vision for the future. Here is how we will spend our time together:
1. Get to Know You
We'll start by discussing your current situation, what's working, and what's keeping you up at night.
2. Assess the Path
We'll look at your retirement trajectory to see if your current strategies align with your desired lifestyle.
3. Explore Options
If there are gaps, we'll discuss high-level strategies to help protect your income and reduce stress.
Who You'll Be Speaking With
Stina Antonopoulos
Stina brings a diverse financial background spanning real estate, mortgage, retirement income planning, life insurance, and long-term care strategies.
Her approach is deeply personal and relationship-focused. Rather than pushing one-size-fits-all solutions, she believes retirement planning should be customized around each family's unique goals, concerns, and long-term vision.
Clients appreciate her thoughtful guidance, calming approach, and commitment to helping families feel more secure and informed as they prepare for retirement.
Why People Appreciate The Process
- Clear, easy-to-understand education
- Personalized retirement income guidance
- A calm and pressure-free experience
- Strategies designed around long-term stability
Why Families Choose Roots & Wealth
A few words from clients who made the same call you just did.
"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."
How to Prepare for Our Call
To make the most of our time together, here are a few simple things you can do before we speak.
Find a Quiet Space
Plan to take the call from a quiet, comfortable location where we can speak openly without distractions.
Include Your Partner
If you share financial decisions with a spouse or partner, I highly encourage them to join us for the conversation.
Jot Down Your Top Concerns
Think about the 1 or 2 biggest questions you have about your retirement right now. Write them down so we make sure to cover them. You don't need to gather statements or documents for this initial call—just bring yourself and your questions.
This educational assessment is for informational purposes only and is not intended as investment, legal, or tax advice. Any strategies discussed would depend upon your individual financial situation, goals, and suitability considerations.