About Us
Planning Futures
Since 2005, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. John Romero is fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Invester #3 (Series 6 & 63)
John Romero began his Financial Advisor career in 2005 with his association with HD Vest as his broker/dealer. John has a very strong Tax and Finance background and uses these skills to help every client secure a retirement future they will enjoy!
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.