Insurance
Life, disability, and long-term care coverage to protect what you have built. At Romero Investment Management, we help you review whether the right protection is in place for your family, your income, and your long-term care needs, and we coordinate that coverage with the rest of your financial plan.
Frequently Asked Questions
What kinds of insurance do you help with?
We help clients think through life insurance, disability income coverage, and long-term care insurance as part of a broader plan. The goal is protection that fits your situation, not a product for its own sake.
Why does life insurance matter in a financial plan?
Life insurance can help replace income, cover debts, or support a legacy for the people and causes you care about. We review whether your current coverage still matches your goals, beneficiaries, and stage of life, and we help you evaluate options when a change may make sense.
What is disability insurance, and who needs it?
Disability income insurance can help replace a portion of your earnings if illness or injury keeps you from working. For many working professionals, protecting your ability to earn income is as important as investing what you save. We help you review workplace coverage and any gaps that may leave your household exposed.
How does long-term care insurance fit in?
Long-term care insurance can help cover costs of care that health insurance and Medicare often do not, so savings meant for retirement are less likely to be drained. We discuss whether a policy, hybrid product, or other approach fits your goals, along with costs and limitations, before you decide.
Insurance services provided thru Creative Financial Network.
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.
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. Any insurance guarantees are based on the claims-paying ability of the issuing insurance company.