Zach Gray, Investment Adviser
Founder, Rooted Wealth Advisors
Zach Gray is an Investment Adviser Representative and founder of Rooted Wealth Advisors. He holds Series 6, 63 and 65 securities registrations as well as property/casualty and life/health insurance licenses in Illinois, Indiana and Missouri. He recently earned his Chartered Retirement Planning Counselor designation from the College of Financial Planning. Gray received a bachelor's degree in education from the University of Illinois, where he played football for the Fighting Illini, and now resides in rural Illinois with his wife, Jenna, and daughter, Roh.
Phone: 866.766.8332 | E-mail: zachgray@rootedretirement.com | Website: www.rootedretirement.com
Does Life Insurance Deserve a Place in Your Retirement Portfolio?
retirement
Does Life Insurance Deserve a Place in Your Retirement Portfolio?
For many people, it could be worth looking into. But make sure you understand the pros and cons, what you’re paying and what you’re getting for that m…
November 28, 2017
You Can't Hit Retirement Goals If You Don’t Know What They Are
retirement
You Can't Hit Retirement Goals If You Don’t Know What They Are
Blindly saving won't get you far. You need to target exactly where you're going, and how you're getting there, with a written plan.
October 19, 2017
To Help Avoid a Tax Surprise, Diversify Your Retirement Accounts
retirement
To Help Avoid a Tax Surprise, Diversify Your Retirement Accounts
Putting all your eggs into baskets of 401(k)s and IRAs could cost you down the road.
March 27, 2017