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Financial Tune-up 

 

"I like things to happen; and if they don't happen, I like to make them happen.” -Winston Churchill

Ever had important financial questions or decisions to make but didn’t know where to go to get the answers?

Roman Financial Advisors now offers a “Financial Tuneup ” program which is an affordable alternative to our more comprehensive financial planning program. If you have a few pressing financial issues or questions, this is a great way to ensure that you are financially "on track".

The information below highlights our "Financial Tuneup" program, a two-hour, one-time planning session that costs $500 (tax deductible) and encompasses the important financial issues you would like to review.   Simply bring your questions along with bank and investment statements, retirement plan information, tax returns, current will/trust, list of debts, etc. and we will accomplish as much as possible within the two-hour time frame. Complete recommendations, financial analysis and guidance are included.

As a fee-only advisor, I sell no financial products, only sound financial advice and education.  All recommendations are in your best interest and free from the potential conflicts of interest that can arise when commissions or sales are involved.
   
Please e-mail us at ted@feeonlyadvisor.com or call (619) 669-1111 with questions or to schedule your personal “Financial Tuneup” session. 

Thank you for your interest in my professional financial planning services, and best wishes in achieving your financial goals.
 

The “Financial Tuneup” program might also be of interest to your friends & family. It make’s a great gift for newly weds, college grads, new parents, or someone going thru a career change.

ROMAN FINANCIAL ADVISORS IS PLEASED TO OFFER… "Financial Tuneup"

A two-hour, intensive financial planning session designed to "tune up" your personal finances. You choose the areas on which to focus:
  • Unbiased Financial Advice
  • Second Opinions
  • Tax Planning
  • Retirement Projections
  • Children's Education
  • Investment Review
  • IRA & Pension Rollovers
  • Open Investment Accounts
  • Investment Recommendations
  • Review Current Pensions
  • Estate Planning
  • Business Planning
  • Real Estate Analysis
  • Budgeting



We can address such questions as:
  • Are my investments structured according to my goals, risk profile, time horizon and tax situation?  How are my investments doing?  How can I reduce my investment costs?
  • Am I saving enough to retire?  What are the best retirement savings vehicles for me?
  • How can I save for my child’s education?   Should we open an education IRA?  A Roth IRA? 529 Plan? 
  • Should I roll over my pension plan to an IRA account?  How is this done and what are my options?  How can I avoid taxes and penalties?

I provide unbiased fee-only financial planning. You will never be asked to buy financial products.  You will receive objective advice and will leave with specific recommendations tailored to your unique situation.  

The “Financial Tuneup Program” is designed to answer your most important financial questions and provide recommendations. The Financial Tuneup Programis not a comprehensive financial plan – but I will give you the best advice I can within a two-hour time frame.

Cost: $500.00 (tax-deductible; consult your tax advisor)

E-mail ted@feeonlyadvisor.com or call (619) 669-1111 for more information
or to schedule your "Financial Tuneup" session.


     

"Destiny is not a matter of chance, it is a matter of choice. It is not a thing to be waited for; it is a thing to-be achieved." -W.J. Bryant

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