Get organized once and for all.

Most people have an assortment of records, statements and letters that constitute a bone yard of intentions, ideas and wishes.


Our LifeShare Checklist is an excellent guide for organizing all of your personal information, contacts and important financial documents.

Click here for more information on our LifePlan 20/20® program.

Free LifeShare Checklist

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D. B. Root & Company ("D. B. Root") is an SEC-registered investment adviser located in the Commonwealth of Pennsylvania. D. B. Root may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to the registration status of D. B. Root, please contact the SEC on its website at A copy of D. B. Root's current written disclosure brochure discussing the firm’s business operations, services and fees is available from D. B. Root upon request. References herein to D. B. Root as a “registered investment adviser” or any reference to being “registered” does not imply a certain level of skill or training.

Learn more about the D.B. Root approach

To learn more about the D.B. Root approach, or discuss a FREE second opinion on your current wealth building strategy, or call: 412-227-2800