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  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
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    • Financial Planning Services
      • Equity Compensation
      • Financial Planning
      • Retirement Planning
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      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
  • Press
  • Contact
  • Client Login
  • BOOK A CALL
Financial Strategies for Doctors, Dentists and Surgeons​

Financial Strategies for Doctors, Dentists and Surgeons

AFO2024-06-17T15:11:34+00:00

Learn how doctors, dentists, and surgeons achieve financial stability through strategic planning, budgeting, and retirement saving for a secure future

June 12, 2024Investment, Retirement
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Retirement Savings Contribution Credit (Saver’s Tax Credit)​

Retirement Savings Contributions Credit (Saver’s Credit)

AFO2023-07-06T05:41:19+00:00

Saving and investing are both important areas of finance individuals need to succeed in, yet many families often struggle to keep up with their expenses. Setting aside funding each month to fulfill retirement goals such as building up a retirement fund, saving for college education expenses, saving for family vacations,...

July 6, 2023Retirement
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Top Retirement Investment Workshops to Attend in 2023​

Top Retirement Investment Workshops to Attend in 2023

AFO2023-07-02T13:11:29+00:00

Understanding the intricacies of finance planning and retirement is a rather large and difficult undertaking for any individual or family, especially those without a formal financial education or degree. Retirement planning is one of the most crucial and important aspects of personal financial management that must be mastered by individuals...

June 18, 2023Blogs, Retirement
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Retirement Tips for Employers

Retirement Tips for Employers

AFO2023-07-02T13:12:42+00:00

Retirement is an important and significant milestone in an employee's life. As an employer, it is important to support and provide a crucial role in helping one’s employees prepare for a secure financial future. By implementing effective retirement plans and providing the correct support, one can ensure that employees are...

June 17, 2023Blogs, Retirement
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What Type of Retirement Plan Is Best for Self-Employed Workers?​

What Type of Retirement Plan Is Best for Self-Employed Workers?

AFO2023-07-02T13:16:41+00:00

While self-employment provides the freedom and convenience to work however one wants, wherever one wants, and whenever one wants, some challenges and obstacles do present themselves in the form of retirement savings.

June 1, 2023Blogs, Retirement
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New Retirement Rules have goodies for everyone! – The Secure Act 2.0

AFO2023-01-26T05:54:14+00:00

New Retirement Rules have goodies for everyone! The Secure Act 2.0 passed the Senate at the very end of 2022, and there is something for everyone in there. Many of the new regulations go into effect over the next few years but a few are immediate. First, the new requirement minimum distribution...

January 23, 2023Blogs, Retirement
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A Guide to Different Types of Retirement Plans for Small Businesses​

A Guide to Different Types of Retirement Plans for Small Businesses

AFO2022-11-22T13:08:52+00:00

A Guide to Different Types of Retirement Plans for Small Businesse Owners Retirement for Business Owners Retirement is a common occurrence for individuals looking to leave the workforce at the end of their careers. The standard retirement age in the United States is over the age of 65. By this point in...

November 22, 2022Retirement
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How to Choose a Right Retirement Plan​

How to Choose a Right Retirement Plan

AFO2022-11-15T07:43:06+00:00

How to Choose a Right Retirement Plan Retirement Overview Retirement is when an individual chooses to permanently or semi-permanently leave the workforce. This form of permanent leave is a common occurrence in the United with individuals typically retiring over the age of 65. In order to retire, one must accumulate savings through...

November 8, 2022Retirement
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Retirement: Overview, Purpose, Benefits and Types

AFO2022-11-15T07:39:22+00:00

Retirement: Overview, Purpose, Benefits and Types Retirement is often referred to as the time an individual chooses to permanently or semi-permanently leave the workforce behind. This is a common occurrence in the United States and most developed countries with individuals over the age of 65. One is able to retire through...

November 6, 2022Retirement
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Secure Act 2.0 Would Benefit Many Retirees And Young People​

AFO2022-07-25T10:22:36+00:00

SECURE ACT 2.0 WOULD BENEFIT MANY RETIREES AND YOUNG PEOPLE The second Secure Act (H.R. 5954) has passed the House in an overwhelming bipartisan fashion. While it must go through the Senate and be signed by the president, some version of it will likely get passed.  Here are some of the...

April 1, 2022Blogs, Retirement
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Discover the Secrets of Financial Freedom​

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  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
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Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV
(Part 2A & Part 2B)

AFO – ADV Part 3
Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427

Services

  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning

Calculators

  • Traditional IRA Calculator
  • Roth IRA Calculator

Links

  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Please note that you are exiting Arrowroot Family Office's website and entering one of a separate company. Arrowroot Family Office does not recommend or confirm any information on this site. Please read all disclosures on Arrowroot Family Office's website and that of the company's page you are about to enter. Continue Cancel