About
We are a women owned firm, geared towards working with professional women (attorneys, engineers, and entrepreneurs). We offer financial planning that includes investment management and tax planning, with a focus on wealth accumulation.
Firm Information
FirmRooted Planning Group
Agency Typeria
Firm CRD#284120
About Firm
We want to ensure you get to that ideal life in the most graceful way possible. So you can save for that big purchase, send the kids off to college, and retire! Rooted Planning Group is a fee only planning group, so we only do what is in your best interest.
Firm Location
Professional Details
Advisor CRD#4868740
Fiduciary No
About Me
Community Involvement