Discover The My New Retirement™ System

No longer reserved for the ultra-wealthy, this strategy can be used to

supercharge your retirement!

wealth tree growing

Risk-Free Growth

You can earn stock market gains without the stock market losses. Your account can never experience a loss no matter how much the stock market plummets.

wealth tree

Tax-Free Income

This strategy will provide tax-free income during your retirement years. Unlike "qualified" plans it will not be subject to a tax hike.

money and time

Cashflow You Can't Outlive

If set up properly, this strategy will provide income you can rely on year after year no matter how long you live.


This might be the most important thing you'll ever see regarding your financial future 

  • Learn how to earn stock market returns without stock market risk
  •  Learn how to create a tax-free retirement.
  • Learn how to create an income stream to fund your retirement that you can't outlive.





Watch The My New Retirement™ Webinar

Complete the form to watch the 12-minute webinar. 

There is never a cost for this program or our services.

Don’t worry - we will never share or sell your email address!


Take advantage of this incredible strategy today!

About Root Assets

We are driven to educate families on a strategy that allows them to achieve stock market growth without stock market risk while providing a tax-free retirement income as long as they live.


Root Assets has been in business since October 2014. Jeff Schultz started after serving as the Wealth Transfer Specialist for Nova Financial and Insurance, a division of Nova Home Loans that services 36 states. Jeff has over 20 years of experience in the industry and extensive knowledge of the privatized banking system. At Root Assets, we help people find money they are losing unknowingly and unnecessarily, using those dollars found to solidify their financial future, preferably without impacting their current lifestyle. There are only two ways that anyone can serve you in the financial service business: Help you find better products than you have today that potentially pay higher returns and often require more risk. Or they can help you find the money you may be losing unknowingly and unnecessarily. There is more opportunity to serve our clients by assisting them to avoid losses than by picking the winners. There are six major areas where people lose money unnecessarily:

  • How they pay for their house (mortgages),
  • How they pay their taxes.
  • How they fund their retirement accounts (qualified plans).
  • How they pay for their children’s education costs.
  • How do they pay for major capital purchases like cars, weddings, vacations, etc
  • How is their insurance structured

With our knowledgeable team, we can help you sleep well at night.

Your Wealth Tree is only as strong as its roots

All information on this website is provided as general education and is intended to be used for informational purposes only. It is not intended as a solicitation for you to buy or sell securities; buy or sell registered investment advisory products; buy or sell any type of insurance product; or buy or sell any type of non-licensed product. Nothing contained on this website shall be construed or interpreted by any party as a commitment or intent to purchase or sell any products or services; to initiate discussions; or to engage in any business relationship, contract, or future dealing with the other party. The phrase “my new retirement” does not suggest any endorsement of any particular product and is based on assumptions. The strategies and information provided on this website might not be the best solution in all cases. Please consult your investment advisor for specific information regarding suitability for your particular circumstances. Projections and information provided on this website regarding potential outcomes are hypothetical and are not intended to reflect actual results nor guarantee future results. The use of alternative assumptions could produce significantly different results.

No tax information contained in the analysis should be construed as any tax advice. Please consult your tax advisor for specific tax advice.