Whether you are young and planning for your distant future, older and approaching the end of your career, or turning down a new path on your own, Roman Retirement Planning, LLC wants 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 a licensed Investment Advisor Representative. At Roman Retirement Planning, LLC, Susan helps her clients prepare a plan for a financially secure retirement.
Susan sits on the Board of Directors for the Falmouth Housing Trust and resides in Falmouth with her husband and four children.
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.