Looking for a second opinion on your investment portfolio or financial plan? Consider D.B. Root as your first choice to serve your needs:

mMillionaire Family Office Services
Investment management
Retirement planning
Estate planning
Tax planning

Insurance assessment and planning
College funding plans
Business succession
Corporate sponsored plans
Charitable giving

Today's pre-retirees say they will need to postpone their retirement 4.2 years on average, according to the 2010 Financial Services Fact Book, published by the Insurance Information Institute.

How about you? To learn how our financial advisors can help to serve you and your family's needs, contact us today.