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.