Whether you are young and planning for your distant future, approaching the end of your career, or already enjoying your retirement, Roman Retirement Planning, LLC is here to help you.
At Roman Retirement Planning, LLC, we use rules-based investment strategies. We help our clients choose the most appropriate investment model to meet their needs.
We offer strategies that provide downside risk management. Those strategies are based on quantitative data. Each investment model is diversified between an appropriate mix of asset classes, based on a defined measure of risk. Those models, from our most conservative to our most aggressive, are moved to a defensive, “risk-off” position when the quantitative data signifies the potential for significant market volatility. By using those technical “triggers” we can help to protect our clients’ assets during significant market downturns while growing those assets during periods of market growth.
We also offer strategies that are built to accommodate a client’s cash flow needs, in order to remain invested with the opportunity for growth, even during periods of sustained market volatility.
Susan grew up in Falmouth. She graduated from Boston College with a Bachelor of Arts in Economics in 1993 and earned her law degree from Boston College Law School in 1997.
After graduating from law school, Susan worked for PriceWaterhouseCoopers in Boston and Philadelphia in their multi-state corporate tax consulting groups. Susan worked with a team to develop strategies for domestic and multi-national companies to minimize their state tax exposure in the United States. After leaving PriceWaterhouseCoopers, Susan moved back to Falmouth with her husband, Seth, who is also an attorney on Cape Cod.
Susan practiced law for twelve years before deciding to return to the financial industry. She is proud to have earned her CERTIFIED FINANCIAL PLANNER™ marks and is a licensed Investment Advisor Representative. At Roman Retirement Planning, LLC, Susan helps her clients prepare a plan for a financially secure retirement.
Susan serves as Vice President of the Board of Directors for Falmouth Volunteers in Public Schools (VIPS) and she sits on the Board of Directors for the Falmouth Housing Trust. She is also a member of the Mashpee Chamber of Commerce and the Falmouth Rotary Club. Susan resides in Falmouth with her husband and four children.
Maureen grew up in the Philadelphia area and spent many summers on Cape Cod. She graduated from Villanova University with a Bachelor of Science in Mathematics in 1982.
Maureen has thirty plus years of experience working at a global consulting firm, Accenture, where she was Managing Director and ran a leading practice focused on Human Resource and Finance technology solutions. Working out of the Boston office, she specialized in the Financial Services industry particularly Insurance and Retail Banking. After retiring from Accenture, Maureen pursued a second career in helping others to create a successful financial future. She earned her Certificate in Financial Planning from Boston University and is a candidate for the CERTIFIED FINANCIAL PLANNER™ designation. Maureen is a licensed Investment Advisor Representative. She helps her clients plan career transitions and a financially secure retirement.
Maureen volunteers as a Financial Adviser for Dana Farber patients and the Savvy Ladies organization. She also serves as a mentor for female executives (Wings for Growth). Maureen and her husband Kevin, who is a science teacher at the Newton North High School, split their time between Belmont, MA and in Eastham, MA. Their two sons live in Eastham, MA and in Los Angeles, CA.
Pam grew up in a small town in North Dakota with nine siblings. She attended North Dakota State School of Science where she studied Business.
After working in the ski industry for eight years in Colorado, Pam moved to Falmouth with her husband, Frank. Since moving to Cape Cod, Pam has worked in the school system and in Customer Relations, with a focus in the financial industry for the last five years.
Pam resides in Falmouth with her husband and two children.
Kate graduated from Stonehill College with a Bachelor of Arts in Political Science in 1999 and earned her law degree from Suffolk University in 2008.
Most recently, Kate served as in-house counsel at a publicly traded company. Prior to that, she worked at Clark, Balboni and Gildea, LLP focusing on estate planning, real estate transactions and insurance subrogation and defense.
Kate grew up summering in Popponesset. She currently lives in Dedham with her husband, Mike Forde, two sons, Michael (11) and Connor (7) and daughter, Maggie (1).