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





















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.
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.
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
Portfolio Protection
Expense Management
Tax Efficiency & Strategic Distribution
Advanced RMD Planning
Roth Conversion Strategy
Portfolio Rebalancing
Multi-Generational Legacy & Tax Mitigation
Tax-Efficient Legacy
Estate Review
Advanced Tax Strategies
About Our Team


Roman Romero
"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."

Roman Romero

Leslie Husarenko

Leslie Husarenko

Austin Sanders

Austin Sanders

Joe Clark

Joe Clark

Paul Ng

Paul Ng

Chuong Le

