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