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

GET STARTED IN 3 EASY STEPS

Discover

We meet to assess your current financial picture,  identify your retirement goals, and teach you the basics.

Plan

We develop a comprehensive retirement plan around
your goals.

Manage

We meet with you on an ongoing basis to re-assess and adjust your plan.

"Quick, Friendly, Experienced and very knowledgeable help, no matter what the question or when I call my Agent, Brian Godfrey! I recommend him highly!" 

Judy S.

Joppa, MD

"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!"

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Stephanie M.

 Baltimore, MD

"This is a wonderful company. Brian Godfrey always looks out for your best interest. He is an excellent agent and would highly recommend him."​

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Janice J.

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."

Kevin M.

Reisterstown, MD