Roman Retirement Planning, LLC offers financial services and education for every step of your financial journey.
Roman Retirement Planning, LLC provides comprehensive retirement plans. We help calculate the cost of retirement and work together with our clients to develop and achieve a savings target and distribution strategy. We analyze existing investments and recommend any necessary changes. We include direction on Social Security and pension elections to reach retirement goals while providing guidance on the impact of taxes on future cash flow.
We make every effort to educate our clients and to implement and execute a sustainable retirement plan they are comfortable with.
We use this meeting to get to know each other. We want to understand what is important to you and whether we can provide the service you are looking for.
At this meeting we will review your current and future income sources and monthly expenses, as well as any upcoming large expenses. We will also review your investment strategies, tax planning, insurance coverage and estate plans.
During this meeting we will recommend ways to achieve your goals. Together, we can create a plan that you are comfortable with.
Should you choose to work with us to manage your investment portfolio, we are happy to welcome you as a Full Service Client. Our Full Service Clients benefit because continued planning services are included in our Investment Management fees. We all know that life happens and with an ongoing relationship, we can adjust your Plan as necessary.
Roman Retirement Planning, LLC provides custom built portfolios tailored to each client’s unique needs.
During this meeting, we want to learn what is important to you. We want to understand your decision-making process as it relates to your portfolio; your current financial situation; and your financial goals.
At this meeting, we discuss your risk profile; your existing investment portfolio; the tax treatment of each account; your sources of income and the timeline to meet your financial goals.
In this meeting, we educate you with respect to anticipated volatility of your existing investments compared to the risk associated with our investment strategies and the fees associated with each. If appropriate, we also discuss the possibility of using strategies that may provide additional sources of guaranteed income.
If you choose to use our Investment Management Services, we are happy to assist you with the implementation of your Investment Plan. We prepare and submit the necessary paperwork and track the progress of the recommended changes.