Roots First Financial

Nurture Your Retirement Vision and Live It

Financial planner in Highlands Ranch, CO (show on map)

Roots First Financial offers personalized retirement planning, wealth management, and insurance services to build a solid financial foundation for clients.

Call (720) 277-2317

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About

At Roots First Financial, we believe a solid retirement starts with the roots. We tend to your financial goals through comprehensive planning with clear communication, addressing income, investment, tax mitigation, healthcare, and legacy planning.

Comprehensive planning covering all retirement pillars

Educational focus on Social Security benefits

Personalized, non-aggressive wealth management approach

Services

Social Security Strategies

Help clients navigate the 9,000 possible claiming options to maximize Social Security benefits.

Educational guides Claiming option analysis

Retirement Income Planning

Develop strategies to create a sustainable retirement income stream.

Income plan creation Pension and Social Security optimization

Tax-Free Retirement Planning

Plan for tax-efficient retirement withdrawals and minimize tax liabilities.

Tax mitigation analysis Tax-free withdrawal strategies

Living Benefits IUL for Kids

Insurance product offering living benefits and legacy planning for younger clients.

Living benefits Legacy planning

Mortgage Protection

Insurance solutions to protect against mortgage loss due to death or disability.

Mortgage protection coverage Death and disability benefits

Small Business Planning

Financial planning and wealth management services for small business owners.

Business succession planning Retirement planning for owners

Credentials & Certifications

CPA

Since N/A

National Social Security Advisor

Since N/A

Frequently Asked Questions

What is the purpose of the Social Security Education Center? +

The Social Security Education Center educates Americans on their benefit options to help them feel confident about their claiming decisions.

How do I download the latest guide on maximizing Social Security benefits? +

You can download the guide by clicking the 'Download Now' button on the Social Security Education Center page.

What are the 'roots' in Roots First Financial's approach? +

The 'roots' refer to the foundational areas of your retirement plan: Income Plan, Investment Plan, Tax Mitigation Plan, Healthcare Plan, and Legacy / Estate Plan.

What types of SMS communications will I receive from Roots First Financial? +

You may receive updates about orders, delivery information, application status, onboarding materials, or other employment-related updates via SMS.

How can I opt-out of receiving SMS messages? +

You can opt-out by texting 'STOP' to the number from which you received the message.