What is Fee-Only Financial Planning?

The success of a financial planner should not be based on the number of products a client purchases, but on the success of his or her clients.  This is why Roman Financial Advisors accepts no referral fees, commissions, or other reimbursements from the implementation of recommendations.

Being compensated by a predetermined client fee rather than commissions assures that the advice our clients receive is unbiased and always in their best interest.

Most people are not financial experts.  Yet increasingly, individuals are in charge of their own financial futures.  Most are aware that planning is critical, yet don’t have the time or the expertise to develop a plan and make the needed financial decisions.

Maybe you consulted with a financial advisor in the past…perhaps you felt you were being asked to buy something you didn’t fully understand.  Or perhaps you felt that products were recommended without consideration for your overall financial situation.   Roman Financial Advisors believes in the value of comprehensive financial planning;  your whole picture is reviewed before any financial products are recommended.

Take charge of your financial future…with a professional to guide you along the way.

• Fee-onlyŽ commitment
• Holistic approach to planning
• Focus on client education
• Full Service Retainer:  with this open-ended annual retainer plan, you may visit or call anytime in addition to your scheduled appointments, at no extra cost.  For less extensive planning needs, a variety of affordable retainer options are available.