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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 15 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 National Association of
Personal Financial Advisors (NAPFA).
Meet
me on video
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 the 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,
"Each Day Counts!"
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