No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.
Our services include:
- â€‹Thrift Savings Plan (TSP).
- 403(B), 401(K).
- SEP, SIMPLE, IRAs.
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IMPORTANT NOTE: John Romero is a registered representative with the following registrations 6, 63 and can transact business with clients in DC, NM, TX. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and John Romero can only conduct business in states where John Romero is registered to conduct business. Any communication with a prospective client shall be conducted by John Romero only if he/she is registered in the state where the prospective client resides.