Fortify Your Financial Future, Build a Secure Foundation for Your Dream Retirement.

Our first priority is helping you meet your financial needs. We pride ourselves on making real and meaningful changes in people’s lives and we look forward to making a difference in your life
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Roman Romero

Financial Coach • Wealth Advisor • Retirement Specialist

Roman Romero is more than just a financial advisor providing decades of service in the financial industry. He's a family man and someone who enjoys life outside of work, which is why he developed the Integrated Retirement Framework. He doesn't just set his clients up for financial success, but aspects of life that make them feel successful and happy.

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Three Problems We See Across Our Clients

We work with a wide spectrum of individuals—from those just starting their careers to those entering retirement—and we consistently see these three critical barriers preventing them from achieving true financial peace.

1

The Accumulation Barrier

Many younger individuals feel "priced out" of professional financial advice, assuming they haven't reached the wealth threshold required for high-level guidance. This often leads them to rely on generic, AI-generated information that lacks the humanized, strategic discussion necessary to actually "level the playing field" and build a solid foundation.

The Fear of "Running Out"

For those entering or already in retirement, the psychological shift from building wealth to spending it is often filled with anxiety. Without a clear strategy for the distribution phase, many retirees live in constant fear of high portfolio risk and the very real possibility of outliving their savings.

2
3

Fragmented Tax Inefficiency

A major pitfall we see is the disconnect between financial planning and actual tax reality. When retirement strategies, bookkeeping, and tax preparation are treated as separate islands, clients often end up overpaying on taxes and utilizing inefficient distribution methods that eat away at their hard-earned legacy.

How We Help You

Roman Romero wants to relieve the stress of financial planning and financial burden by reaching out to you, no matter where you are in your process. We offer comprehensive, holistic approaches to everything from taxes to insurance to investments to growth of wealth. We educate, advise, and coach you toward financial freedom and equip you with the confidence for major adjustments in life.

Maximizing Lifestyle & Protection

Guaranteed Income Strategy

Ensuring you don't outlive your savings.

Portfolio Protection

Prioritizing growth that mitigates market downturns.

Expense Management

Reviewing current spend vs. retirement income reality.

Tax Efficiency & Strategic Distribution

Advanced RMD Planning

Minimizing the tax burden of Required Minimum Distributions.

Roth Conversion Strategy

Analysis of the most effective timing and amount to convert.

Portfolio Rebalancing

Ensuring consistent earnings to support desired distributions.

Multi-Generational Legacy & Tax Mitigation

Tax-Efficient Legacy

Structuring assets to minimize taxes for your heirs.

Estate Review

Working with your legal team to ensure asset titling aligns with goals.

Advanced Tax Strategies

Using all available tools to maintain aggressive portfolio growth with protection.

About Our Team

Roman Romero

Roman Romero

Owner / Operator

"I started coaching youth wrestling by chance, but it quickly became a passion. Guiding young athletes not only in sports but through life’s challenges is a responsibility I cherish."

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Leslie Husarenko

Leslie Husarenko

New Business Specialist
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Austin Sanders

Austin Sanders

Independent Fiduciary
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Joe Clark

Joe Clark

Business Development Advisor (BDA)
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Paul Ng

Paul Ng

Tax Expert
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Chuong Le

Chuong Le

Attorney
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THE
RETIREMENT
DECEPTION

EXPOSING THE TRUTH ABOUT RETIREMENT SUCCESS

ROMAN ROMERO - CONTRIBUTING PRODUCER

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THE RETIREMENT DECEPTION PAGE 

RETIREMENT

EVEREST

At Retirement, The Danger Begins

ROMAN ROMERO
Featured Expert/Executive Producer

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RETIREMENT EVEREST PAGE 

Let's build a strong foundation for your wealth and a confident future.