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Financial Planning

Andres M. Romero, CFP®

What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spread sheets and time tables.

As a fee-based financial planner, my goal is to help you make informed decisions about issues that affect your financial well being so you can pursue financial freedom.

I will work with you to help you determine what’s important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor.

Financial Planning -- Helping You See the Big Picture

 

Services

  • 401(k) Benchmarking
  • Financial Planning
  • Risk Management

Book a Complimentary Consultation

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5555 Glenridge Connector, Suite 200
Atlanta, GA
30342 United States

  •  Tel: 678-664-9745
  •  Fax: 404-793-0377
  •  andres.romero@e2efinancial.com
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Securities offered through LPL Financial, member FINRA/SIPC Investment advice offered through Independent Advisor Alliance (IAA), a Registered Investment Adviser. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, FL, GA, MA, MI, SC, NC, TX, VA

 

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