Helping you navigate the waters of your financial future.
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Education. Guidance. Strategies.

Roman Retirement Planning, LLC is located on Cape Cod and specializes in Retirement Planning and Investment Management for people interested in supporting others through charitable giving and estate planning.  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.

Retirement Planning

Are you approaching retirement and looking for guidance? Will you have the income necessary to live comfortably in retirement? Do you know you have what you need and want to know what more you can do? Are your assets positioned to support your retirement lifestyle and your broader goals? Are you looking for a trusted financial professional to help you create your retirement plan?

Investment Management

Do you understand your current investment strategies? Are you looking for ways to build your assets and protect your portfolio during times of market volatility? Does your portfolio support your retirement lifestyle and your broader goals? Are you interested in learning about the implications and benefits of charitable giving? Are you looking for a trusted financial professional to help you make sound decisions?

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