Nurture Your Retirement
Vision and Live It A Complete Plan and Foundation For Your Dreams
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.
The Roots First Experience
Founder Matt Johnson created a full-service firm to offer professional guidance that is never aggressive or overwhelming. As a CPA and National Social Security Advisor, he goes the extra mile to educate his clients on potential lifetime tax impacts, benefits and risk tolerance. Meet Matt, and read what others are saying about Roots First Financial.
What are the "roots"?
The roots are your financial foundation and the heart of what we do. Everything in your retirement plan grows from these key areas:
Income Plan
Investment Plan
Tax Mitigation Plan
Healthcare Plan
Legacy / Estate Plan
Grow and Go Toward Retirement
Whether you’re approaching retirement financial planning for the first time or seeking a second opinion on your current situation, we’re here to deliver personal guidance and strategies.
What, When, Who, How?
The Social Security Decisions
With 9,000 possible claiming options to choose from, do you truly know how to maximize your benefits? Download our latest guide now, read it at your convenience, and let us know what questions you have!
Social Security Education Center
The purpose of the Social Security Education Center is to educate Americans on their benefit options. There's no right or wrong way to claim benefits, but we find when people are educated, they feel more confident they made the right decision for themselves.
(Clicking this link will navigate you to the sseducate.org website.)
Let's Get to the Roots of Your Retirement
At Roots First Financial, we always start with a conversation. Contact us anytime to talk about your financial planning needs and concerns, no matter where you are on your journey.