Our Services

Financial Needs Analysis

Investment Guidance

Retirement Planning

Life Insurance Solutions

A financial needs analysis is a valuable tool for assessing your financial situation. It helps you understand your financial situation, identify gaps, and create a plan to achieve your desired financial goals

Clear information, ideas, or recommendations that help you choose where and how to invest your money. It’s meant to help you understand your options and make informed choices that align with your personal goals—not to decide for you, but to inform and empower your decisions.

Figuring out how much money you’ll need after you stop working and then making a plan to save, invest, and manage your finances so you can live comfortably in retirement. It helps you set goals, track progress, and make smart choices for your future security and peace of mind.

Find the right term life insurance coverage for your needs. We provide clear, straightforward information about term policies—focused on affordable protection for your family, debt coverage, or income replacement for a set period—so you can make confident decisions with no confusion or pressure.

Wise Roots Financial transformed my understanding of money. Their coaching is practical and empowering, making financial planning accessible for my family.

Sarah J.

★★★★★