Comprehensive Financial Planning in Fort Lauderdale
A financial plan should fit your life, not a template. At Romero Investment Management, we work with you to build a plan around your goals and values, whether you are planning for retirement, saving for college, or building your legacy. Our advice is tailored to your unique needs, and we keep it current as your life changes.
What is included in a financial plan?
We start by understanding where you are today: income, expenses, savings, investments, debts, insurance, and the goals that matter most to you. From there, we map out how your money can support those goals, covering areas such as retirement readiness, education funding, investment allocation, tax-aware strategies coordinated with your tax advisor, risk protection, and estate and legacy considerations. You receive clear recommendations and a set of next steps you can act on.
Who is financial planning for?
Planning is for anyone who wants more confidence about their financial future. We work with individuals and families at many stages, from professionals building wealth, to parents saving for college, to those approaching or living in retirement who want their savings to last.
How often is my plan updated?
A plan is a living document. We review it with you on a regular schedule and whenever something significant changes, such as a new job, a move, a marriage, a new child, an inheritance, or a change in your retirement timeline. You are always welcome to reach out between reviews.
How do you charge for financial planning?
Fees depend on the scope of services and how your accounts are structured. We explain all costs clearly before you engage us, and you will receive the required disclosure documents describing our services and compensation.
What should I bring to our first meeting?
Helpful items include recent account statements, your most recent tax return, details of workplace retirement plans, insurance policies, and any existing estate documents. Most important is a sense of what you want your money to do for you. If you do not have everything, that is fine; we can start with a conversation.
Get started
Talk with Carlos or Alexis: email cromero@romeroinvestment.com or aromero@romeroinvestment.com, or call (561) 350-7156. Office: 5310 NW 33rd Ave, Suite 206, Fort Lauderdale, FL 33309. Meet in person, by phone, or virtually.
Disclosure
Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC, and a registered investment advisor. Insurance services are offered through Romero Investment Management, which is not affiliated with Osaic Wealth, Inc. Neither Osaic Wealth, Inc., nor its representatives provide legal or tax advice. If legal or tax advice or other expert assistance is required, the services of a currently practicing professional should be sought. Investing involves risk, including possible loss of principal.