No matter where you put down roots, we’re here to help you flourish in life. Roots Financial Group provides both financial direction and support for those taking their next brave step. And as your situation evolves and your needs change, we’ll continue to help you make the most of all you’ve been given.
Roots Financial Group offers personalized financial guidance to people of all ages and life stages. But there’s more. Our unique background helps us provide specialized financial advice and strategies for those pursuing certified registered nurse anesthetist (CRNA) school, student nurse anesthetists and CRNAs. We also specialize in helping members of the LGBTQ+ community facing complex life circumstances that complicate their finances.
We believe you deserve the opportunity to pursue your life’s purpose, and we’re here to help. Give us a call today to get started.
No matter where you put down roots, we’re here to help you flourish in life. Roots Financial Group provides both financial direction and support for those taking their next brave step. And as your situation evolves and your needs change, we’ll continue to help you make the most of all you’ve been given.
Roots Financial Group offers personalized financial guidance to people of all ages and life stages. But there’s more. Our unique background helps us provide specialized financial advice and strategies for those pursuing certified registered nurse anesthetist (CRNA) school, student nurse anesthetists and CRNAs. We also specialize in helping members of the LGBTQ+ community facing complex life circumstances that complicate their finances.
We believe you deserve the opportunity to pursue your life’s purpose, and we’re here to help. Give us a call today to get started.
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Events
2025-01-16T16:00:00
Have you used your Thrivent Action Team?
We all want to give back, but sometimes it’s hard to know where to begin. If you’re wondering how you can make a difference, we can help. Thrivent Action Teams are a great way to make a positive impact in your community. Simply gather a team of neighbors or friends for a fundraiser, educational event or service activity.
Thrivent offers all the resources you need to get started, including up to $250 in seed money. Your team provides the passion that brings your project to life.
Join us for this quick 12-minute video (on-demand, watch when you can) to learn more about this member benefit and take you step by step on how to apply for your Thrivent Action Team!
No products will be sold.
2025-02-25T18:00:00
What’s Your Retirement Style? Discover What Works for You with Dr. Wade Pfau
Climbing a mountain takes different skills than getting back down. It’s the same with retirement. After decades of saving, you may realize that you need a solid strategy to make your money last through the years ahead.
Join us for “What’s Your Retirement Style”, an exclusive conversation with Dr. Wade Pfau, to learn how crafting the right plan today can help ensure you're ready for the journey.
Think about whether you prefer retirement income that depends on market growth, or that is guaranteed no matter how long you live.
Discover how much flexibility or security you want in your retirement income strategy.
Identify your own income style based on your unique preferences.
Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7288981.1
2025-02-26T01:30:00
What’s Your Retirement Style? Discover What Works for You. - Tuesday, February 25 at 8:30 p.m.
Climbing a mountain takes different skills than getting back down. It’s the same with retirement. After decades of saving, you may realize that you need a solid strategy to make your money last through the years ahead.
Join us for “What’s Your Retirement Style”, an exclusive conversation with Dr. Wade Pfau, to learn how crafting the right plan today can help ensure you're ready for the journey.
Think about whether you prefer retirement income that depends on market growth, or that is guaranteed no matter how long you live.
Discover how much flexibility or security you want in your retirement income strategy.
Identify your own income style based on your unique preferences.
Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7288981.1
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Office information
Operating Hours:
Monday 9:00AM - 4:00PM EST
Tuesday 9:00AM - 4:00PM EST
Wednesday 10:00AM - 6:00PM EST
Thursday 10:00AM - 6:00PM EST