We help you navigate everything that could impact your retirement — Medicare, income, legacy, Social Security, investments, extended care, and taxes.
Build a Secure Retirement
We help you
ROOTED FINANCIAL SERVICES
Rooted Financial Services is a retirement solutions firm specializing in comprehensive retirement planning.
Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Insurance products and services are offered through Rooted Insurance Services. Rooted Financial Services LLC and Rooted Insurance Services are not affiliated with Sequent Planning.
GET STARTED IN 3 EASY STEPS
We meet to assess your current financial picture, identify your retirement goals, and teach you the basics.
We develop a comprehensive retirement plan around
We meet with you on an ongoing basis to re-assess and adjust your plan.
Ready for a Secure Retirement?
For more information about any of the products and services we offer, please schedule an appointment.
"Quick, Friendly, Experienced and very knowledgeable help, no matter what the question or when I call my Agent, Brian Godfrey! I recommend him highly!"
"Brian helped me secure insurance for a special needs family member. his knowledge and dedication for finding us the best policy was amazing. I wholeheartedly recommend Rooted Insurance Services... a company you can trust!"
"This is a wonderful company. Brian Godfrey always looks out for your best interest. He is an excellent agent and would highly recommend him."
Middle River, MD
"Brian is a very ethical, service oriented professional. He is always available to answer our questions and his answers are very helpful. I highly recommend him and his insurance services."