Why we are Rooted Financial Advisors
The Bible has many references to being Rooted. There are references to being Rooted in Truth and Grace, Rooted near living waters, Rooted in Love, Rooted to bear fruit and many more references. Our goal has always been and will always be to help people make the most of ALL that God has entrusted to them! How can we do that if not properly Rooted to the correct sources??
Being Rooted is more than just a catchy name, it is what we aspire to do for our local community and inspire others to plant deep roots for sustainable growth! When we know what we do and more importantly WHY we do it, we are more likely to find success in life. Isn't that what we are desire most to be successful and pass it on?
In our process we take time to understand our clients' unique needs, and formulate goals that align with their values, we have a framework to ensure success all along the journey called life.
Our clients know at Rooted Financial Advisors we help them live out our philosophy, Where Money Means More! More to do the things we want and wish for in our lifetime and the lifetimes to come!
Reach out today to understand where you are Rooted, and how to ensure long lasting impact for generations to come!
What is Financial Planning for Businesses?
Have you ever wondered what all is involved in financial planning? Have you worked with someone on your personal plans but unsure what it would look life with your business needs?
There are many areas that are similar but yet different when it comes to planning for businesses, their owners, key employees, all employees and those involved. As the saying goes, "People don't plan to fail, but fail to plan!"
We take the time to truly understand the values and goals that drive your business, gather the necessary data needed to analyze the goals discovered, work with our team and software to customize and run scenarios that illustrate current trajectory along with potentially improved scenarios, then implement with you a customized plan. Once delivered, we do not stop there! We continue to monitor and adjust as life happens to ensure the on-going relationship is one that meets your current and future needs.
Watch this video to see what is involved and reach out if you are ready to begin the process in working together in any or all of these key areas!
First steps when starting a business
When starting a business, do not fall into this trap! Start early and often with being proactive rather than reactive. Your CPA will appreciate it along with making tax preparing that much easier for you. This is why we work with businesses and owners to be their proactive planner than the reactive planner, many have experienced!
Proactive planning allows clear decisions to be made without emotions interferring, thus reducing anxiety! And wouldn't we all love a little less anxiety these days!?
Reach out to have a complimentary session to discover the ways we can work together and understand if we are the right fit for you and your business!
Meet Our Team
Mark Mansur
CLTC®
I have always had the passion to help people have a better tomorrow than what they are experiencing today! With our guidance, principles and processes, we are confident that whatever questions you might have, we can work towards a solution. As a third generational advisor with deep Roots in farming, the imagery was too profound to not utilize as a way to showcase what we do best, plant deep Roots that can sustain long-term, healthy, vibrant growth! I look forward to getting to know you and your particular situation, as we collaborate together establishing a partnership that can last a lifetime!
- Title
Financial Advisor
- State(s) Licensed
- CA , FL, IL, IN, KY, NC, NV, OH, WI,
- Location
Cincinnati, OH
- Website
- https://connect.thrivent.com/mark-mansur
- Phone
- 859-667-1189
Chloe Sheldon
Hi, I’m Chloe Sheldon, and I’m from Cincinnati Ohio. I have four siblings and two adorable dogs, Mac and Higgins. In my free time I enjoy reading, listening to music, and spending time with my friends and family. What I’m most excited for in 2025 is exploring new places and trying new things. I especially look forward to meeting new people and pushing myself out of my comfort zone, and I can’t wait to see what other possibilities the year may bring.
- Title
Office Professional
- Location
Cincinnati, OH
- Phone
- 859-667-1189