(618)266-3140
Simply Rooted Financial
Welcome to Simply Rooted Financial
At Simply Rooted Financial, we believe that your financial security is the bedrock of a peaceful and prosperous life. As your trusted partner, we specialize in providing comprehensive solutions tailored to meet your unique needs. Our range of services includes life insurance, retirement planning, mortgage protection, tax-free retirement accounts, final expense insurance, business planning, and much more.
Simply Rooted Financial Solutions
What My Clients Say...
Bryan & Berendette
My wife and I have known Veronica for a couple years now. When Veronica introduced us to her business, I wasn't too pleased with annuities from prior experiences. Veronica sat down and promised that she would always be transparent in all of our investment transactions. She has been a lady of her word. She is always professional and only a phone call away. I highly recommend Veronica to anyone looking to grow their portfolio with security and honesty.
Why Simply Rooted Financial?
At Simply Rooted Financial, we’re committed to providing you with expert, comprehensive, and trustworthy financial solutions. Our team is dedicated to helping you make informed decisions that align with your goals and values. With us, it's not just about financial products; it's about building lasting relationships and securing your future, one step at a time.
​
Explore our website to learn more about how we can assist you or contact us today to schedule a consultation. Let’s take the first step towards securing your financial legacy together!
Life Insurance
Life is unpredictable, but your financial well-being shouldn't be. With our life insurance plans, you secure the future of your loved ones even in your absence. Our policies are designed to offer flexibility, affordability, and peace of mind. Whether you're looking for term life for specific coverage duration or whole life insurance for lifelong protection, Simply Rooted Financial is here to guide you through your options.
Key Benefits:
​
-
Financial security for your family
-
Coverage options tailored to your needs
-
Competitive rates that fit your budget
Retirement Planning
Imagine a retirement filled with freedom and stability—no compromises. At Simply Rooted Financial, we make it a reality with personalized retirement planning services. From early saving strategies to optimizing your investments for growth with safety, our experts ensure your golden years are truly golden.
Planning Services Include:
​
-
Assessment of current financial status and retirement goals
-
Strategic asset allocation and risk management
-
Ongoing portfolio reviews and adjustments
Term Life Insurance
At Simply Rooted Financial, we're committed to offering clear and direct solutions designed to safeguard your family's future. Term life insurance stands out as one of the most cost-effective and reliable methods to secure your loved ones' financial wellbeing.
Coverage Highlights:
​
-
Protection against death, disability, or job loss
-
Flexible coverage periods
-
Peace of mind knowing your family will always be protected
Tax-Free Retirement Accounts
Maximize your retirement savings with tax-free growth on your contributions. Our tax-free retirement accounts not only help grow your nest egg but also provide you with flexible withdrawal options that are tax-free. Let us help you build a secure, prosperous future with more of your money working for you.
Advantages:
​
-
Tax-free growth and withdrawal ability prior to 59.5 years old
-
Increased retirement savings
-
Flexible investment choices
Final Expense Insurance
Ease the burden on your family during the most challenging times with final expense insurance. This coverage ensures that your end-of-life expenses are taken care of, allowing your loved ones to focus on what truly matters—cherishing your memory without financial stress.
Why Choose Us:
​
-
Quick and easy policy issuance
-
No medical exams required for most plans
-
Affordable premiums that fit your budget
-
​Guaranteed issue plans that ask no medical questions
Annuities
Secure your income for the future with annuities from Simply Rooted Financial. Annuities provide a unique financial solution that can compliment your retirement plan by guaranteeing a steady income stream for life or a specified period. Whether you’re looking for immediate income or planning for future needs, our range of annuity products is designed to provide safety, growth, and flexibility.
Benefits of Choosing Annuities with Simply Rooted Financial:
​
-
Lifetime Income: Ensure a continuous income throughout retirement, creating peace of mind for you and your loved ones.
-
Tax Deferral: Enjoy tax-deferred growth, allowing your money to grow faster over time.
-
Inheritance Options: Pass on to your heirs with less hassle, reducing probate risk, compared to other retirement options.