How does the advisor help clients – Key Takeaways:
Roman Retirement Planning, LLC is a financial planning firm that specializes in helping clients plan for their retirement years. Their team of expert advisors offer a range of services to help clients achieve their financial goals and make informed decisions about their retirement. Here are some key takeaways about how the advisor helps their clients:
- Offers personalized retirement planning services tailored to each client’s unique financial situation and goals.
- Provides strategic investment advice and guidance to help clients grow their wealth and secure their financial future.
- Helps clients navigate complex financial situations, such as taxes, Social Security, and Medicare, to maximize their retirement benefits.
- Educates and empowers clients to make informed decisions about their retirement through various resources and tools.
Facts and Insights
Roman Retirement Planning, LLC was founded in 2005 and is based in New York City. The firm is registered with the Securities and Exchange Commission (SEC), which ensures that they adhere to strict regulatory standards and act in the best interest of their clients.
As of 2021, the firm manages over $500 million in assets and has a team of 10 advisors. Their advisors have a combined experience of over 50 years in the financial industry, making them well-equipped to handle a variety of financial situations.
The firm prides itself on its personalized and comprehensive approach to retirement planning. They believe that each client’s retirement plan should be tailored to their specific needs and goals, and therefore, they take the time to get to know their clients and understand their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| Roman Retirement Planning, LLC | $500 million | 10 | 16 years |
Financial Services Offered
Roman Retirement Planning, LLC offers a wide range of financial services to help clients achieve their retirement goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Social Security and Medicare planning
- Estate planning
Their team of expert advisors work closely with clients to understand their financial needs and create personalized strategies to help them achieve financial security in retirement.
Client Types
Roman Retirement Planning, LLC serves a diverse range of clients, including:
- Individuals and families
- Business owners
- Professionals
- Retirees
Their services are tailored to meet the unique needs of each client, regardless of their age, income, or financial situation.
Fees & Compensation
Roman Retirement Planning, LLC operates on a fee-only basis, which means they do not receive any commissions or incentives for recommending specific financial products. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’.
The firm is transparent about their fees and provides a detailed breakdown of their charges to clients. They believe in open communication and strive to maintain a long-term relationship with their clients based on trust and mutual respect.
Background
Roman Retirement Planning, LLC was founded by John Romans, a certified financial planner (CFP) with over 25 years of experience in the financial industry. John and his team of advisors are dedicated to helping clients navigate the complex world of retirement planning and make informed decisions about their financial future.
John is an active member of the Financial Planning Association (FPA), an organization that promotes ethical and professional financial planning practices. He also takes part in various educational and community initiatives to raise awareness about retirement planning and financial