Skip to content
Menu
Home
Our Team
Our Team
Thad Ortez
Robert Powell
Lori Rivera
What Makes Us Different
Giving Back
Why Work With a CFP®
About Raymond James
Our Clients
Our Clients
Business Owners
Families and Individuals
Retirees
Sudden Wealth
Pre-Retirees
Services
Services
Banking & Lending Solutions
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Investment Management
Investment Strategies
Portfolio Management
Retirement Planning
Risk Management
The Meaning Behind Our Name
Resources
Resources
WorthWhile
Goal Planning and Monitoring
Client Access Videos
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Rooted Wealth Management
1101 Sylvan Ave Ste C101
Modesto, CA 95350-1687
T: 209.447.0700
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Markets & Investing
Topic
Annuities - Insurance
Media
Article
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Read
Markets & Investing
Load more
Load more