I’m a CERTIFIED FINANCIAL PLANNER™ professional, serving clients since early 2009. At this point in my career, I’m thoughtful and selective about the clients I take on. If you’re considering working with me, please don’t hesitate to schedule a meeting so we can decide together if we’re a good fit.
My niche lies in helping individuals within about 36 months of retirement. Many of the people I serve have been diligent savers who now, want guidance on how to keep their money working for them as they transition into retirement.
It’s such an important, dynamic time—balancing decisions around Social Security, Medicare, insurance, taxes, and how best to turn savings into reliable income while also moving assets tax-efficiently to the next generation. I build personalized distribution strategies by managing retirees’ assets in such a way that act like “retirement paychecks,” designed to help clients feel confident they won’t run out of money.
The most rewarding part of my work is that I get to “retire” alongside my clients—every day—through their journeys. Walking with people into this exciting new season of life, and seeing their relief and optimism, is truly the highlight of what I do.
-Romney