Helping you navigate the waters of your financial future.
Education. Guidance. Strategies.
Roman Retirement Planning, LLC is located on Cape Cod and specializes in Retirement Planning, Transition Guidance and Investment Management. Whether you are in the accumulation phase of your financial lifecycle or the distribution phase, it is important to have processes and strategies in place to maximize your chances of financial success.
Do you need help planning for your retirement? Do you want access to investment strategies with downside risk management that will help protect your assets during times of market volatility? Are you looking for ways to boost your guaranteed lifetime income?
Are you turning down a new path on your own, and need guidance finding your way? Are you recently widowed or divorced and need help understanding what you have? Do you need help with assuming or dividing assets and want to make sure it is done correctly?
Do you have many more years in the workforce and are looking for ways to build your assets? Are you trying to decide between contributing to a Traditional IRA or a Roth IRA? Do you have proper insurance in place to protect your family if the unimaginable happens?