Our goal is to get you excited about your financial independence and interested in fee only financial planning.
Welcome to our web site. The majority of people we work with came to us seeking Financial Independence, which has a different meaning for each of us. At Roman Financial Advisors, we believe financial independence is reached when we have the freedom to do what we want, when we want without financial concerns. Even though financial independence is a goal for many of us, we feel that it's the journey toward financial independence that really counts. It's not just the destination. It's not just about the money. It's also about friends, family, adventure, achievement, health, integrity, spirituality, service, personal growth, wisdom, knowledge, and much more along the way.
About Us I want to thank you for visiting our web site. My name is Ted Roman and my company is Roman Financial Advisors. I am a fee-only personal advisor with over 20 years experience, actively serving the financial needs of middle America. My professional designations include Certified Financial Planner (CFP) and Enrolled Agent (EA), licensed to practice before the IRS. I hold a Bachelor of Science degree from the University of New Mexico. I am also a member of the Alliance of Cambridge Advisors(ACA Planners) and of the National Association of Personal Financial Advisors(NAPFA).
Traditionally, fee-only financial planners have geared their services towards the very wealthy. Here at Roman Financial Advisors, we recognize professional financial advice can make a great difference in the lives of middle America. Many families are juggling multiple objectives of paying off debt, saving for college, and investing for their own retirement. They are seeking help to organize their finances and to develop a sound plan for the future. Most of all, they seek peace of mind and realize they do not have the time or expertise to do it on their own. Utilizing a holistic approach to financial planning, we assist our clients in making financial decisions that improve their lives. Major transitions in life such as retirement, death, divorce, income fluctuations, or sudden wealth provide opportunities for us to help smooth the passage through the financial life cycle. All our efforts are aimed toward facilitating the accomplishment of long-term financial goals.
Please continue to browse our web site and remember,when it comes to your financial planning,