Fortify Your Financial Future, Build a Secure Foundation for Your Dream Retirement.
"Our first priority is helping you meet your financial needs. We pride ourselves on making real and meaningful changes in people’s lives and we look forward to making a difference in your life"
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Your Goals. Our Strategies.
What matters to us... is you.
It's about you and your financial goals for a secure future and legacy for you and your family. Your goals for the future determine the plans we need to implement today.
Who We Serve
Roman Romero believes that even when you're just getting started in your career, starting a family, or in your golden years, quality financial advice is accessible to all. We personalizes the experience by getting to know you, your needs, your goals, your interests, and your obstacles. The greatest form of personalization for a stable financial future.
How We Serve
Roman Romero wants to relieve the stress of financial planning and financial burden by reaching out to you, no matter where you are in your process. We offer comprehensive, holistic approaches to everything from taxes to insurance to investments to growth of wealth. We educate, advise, and coach you toward financial freedom and equip you with the confidence for major adjustments in life.
Who is Roman Romero
Roman Romero is more than just a financial advisor providing decades of service in the financial industry. He's a family man and someone who enjoys life outside of work, which is why he developed the Integrated Retirement Framework. He doesn't just set his clients up for financial success, but aspects of life that make them feel successful and happy.
How we help you
Expert Guidance & Strategic Planning
We offer personalized and professional financial expertise tailored to each client's individual goals, risk tolerance, and life circumstances, with a focus on deep understanding of financial markets and investment opportunities.
Enhanced Financial Security & Risk Management
We focus on protecting clients' financial well-being through strong risk management strategies, shielding assets from market volatility and unforeseen events to maintain stability and resilience, safeguarding their wealth.
Optimized Wealth Accumulation & Tax Efficiency
We help clients grow their wealth by maximizing returns, minimizing taxes, and identifying long-term financial growth opportunities, leading to increased wealth retention and compounding for future prosperity.
Time Savings & Peace of Mind
We want to reduce stress and free up time for other aspects of our clients their lives, while ensuring their financial goals are professionally managed and aligned with their long-term aspirations.
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Education Planning
Debt Management
Cash Flow Management
Business Planning (for business owners)
Volatility Protection Strategies
Maximizing Social Security
About Our Team
Roman Romero
"I started coaching youth wrestling by chance, but it quickly became a passion. Guiding young athletes not only in sports but through life’s challenges is a responsibility I cherish."
Roman Romero
Leslie Husarenko
Leslie Husarenko
Austin Sanders
Austin Sanders
Joe Clark