No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!

Root Assets has been in business since October of 2014, and was started by Jeff Schultz 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 in 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 be of service to you in the financial service business: Help you find better products than you have today that potentially pay higher returns and that often require more risk. Or they can help you find money you may be losing unknowingly and unnecessarily. We believe there is more opportunity to serve our clients by helping them avoid the losses than by picking the winners. There are five areas where people lose money unnecessarily: How they pay for their house (mortgages), taxes, how they fund their retirement accounts (qualified plans), how they pay for their children’s education costs. How they pay for major capital purchases like cars, weddings, vacations, etc... With our knowledgeable team, we can help you sleep well at night.

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