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Welcome to our web site. The majority of people we work with came to
us seeking Financial Independence, which has a different meaning for
each of us. At Roman Financial Advisors, we believe
financial independence is reached when we have the freedom to do
what we want, when we want without financial concerns.
Even though financial independence is a goal for many of us, we
feel
that it's the journey toward financial independence that really
counts. It's not just the destination. It's not just about the
money. It's also about friends, family, adventure, achievement,
health,
integrity, spirituality, service, personal growth, wisdom,
knowledge, and much more along the way.
Traditionally, fee-only financial planners have geared their
services towards the very wealthy. Here at Roman Financial Advisors,
we recognize professional financial advice can make a great
difference in the lives of middle America. Many families are
juggling multiple objectives of paying off debt, saving for college,
and investing for their own retirement. They are seeking help to
organize their finances and to develop a sound plan for the future.
Most of all, they seek peace of mind and realize they do not have
the time or expertise to do it on their own. Utilizing a holistic
approach to financial planning, we assist our clients in making
financial decisions that improve their lives. Major transitions in
life such as retirement, death, divorce, income fluctuations, or
sudden
wealth provide opportunities for us to help smooth the passage
through the financial life cycle. All our efforts are aimed toward
facilitating the accomplishment of long-term financial goals.
Most of the time I'm hanging on for dear life to my trapeze bar of
the moment. It carries me along at a certain steady rate of swing
and I have the feeling that I'm in control of my life. I know most
of
the right questions and even some of the right answers. But once in
a while as I'm merrily swinging along, I look ahead of me into the
distance and I see another bar swinging towards me. It's
empty and I know, in that place in me that knows, that this new
trapeze bar has my name on it. It is my next step, my growth, my
aliveness coming to get me. In my heart-of- hearts, I know that
for me to grow, I must release my grip on the present, well-known
bar to move to the new one.
http://www.feeonlyadvisor.com
2245 San Diego Ave, Suite 221
San Diego, CA 92110
Our role is to help our clients lead more financially secure lives.
Blue Water is dedicated to helping clients define, work towards, and
achieve their financial goals.
Whether you are concerned about building your retirement nest egg,
evaluating how to best utilize a recent inheritance, or planning for
the security of someone you care about, we have the
experience and training to help.
We begin by discussing and understanding your financial goals. Our
engaging and interactive process is used to develop and analyze
multiple scenarios for you. Together we narrow it down to a
plan that we are both comfortable with. Periodic follow-up, meetings
and adjustments help keep you on track.
Why should you consider Blue Water Capital Management, LLC? We
believe in serving you with a ‘best practices’ approach. Here are
the facts about our business and what they mean to you.
Investment Management : We build and manage superior portfolios by
applying our steadfast investment philosophy of keeping costs low,
minimizing taxes, and using effective asset allocation.
Recommended portfolios are extremely diversified, yet positioned to
capture excess return over the long-term. They are personalized for
your situation and usually implemented across all of your
investment accounts including non-managed accounts like 401(k) and
403(b) plans. This service includes access to DFA funds, extensive
account and tax monitoring, periodic meetings, and
periodic rebalancing and portfolio performance reports.
Financial Planning : There are six main financial planning areas.
These areas overlap and often changes in one area affect other
areas. It is important to work with a CFP® professional who
understands how to coordinate these different areas.
We have the experience and knowledge to build a coordinated
financial plan for you. Our financial plans are about quality, not
quantity. You will not be handed a 50-page spiral-bound "plan" full
of
boilerplate language with arbitrary numbers and line graphs. We will
provide you with solutions.
http://www.sandiegofeeonly.com
5755 Oberlin Drive #301
San Diego, CA 92121
20/20 Financial Advisers
We are a Financial Services Firm serving the needs of high net worth
clients in the areas of investment strategies, retirement planning,
tax strategies, estate planning, insurance, and business
continuation programs. In addition, as financial advisers registered
with Ameritas Investment Corp. (AIC), we also offer financial
planning and investment advisory services. We have offices in
Costa Mesa, CA, Daytona Beach, FL, Los Angeles, CA, Sacramento, CA,
San Diego, CA and Wilmington, DE.
20/20 Financial Advisers is a Financial Services Firm serving the
needs of high net worth clients in the areas of investment
strategies, retirement planning, tax strategies, estate planning,
insurance, and business continuation programs. In addition, as
financial advisers registered with Ameritas Investment Corp. (AIC),
we also offer financial planning and investment advisory services.
We focus on your goals and objectives and help you to design and
implement systems to accomplish them. Our clients will call on us to
pre-plan a variety of financial goals. These goals range
from minimizing and/or eliminating taxes, to what is the best way to
take distributions from IRA/Pension plans or how to best provide for
their grandchildren's education. Since each client's facts
and circumstances are different, we custom design a variety of
alternatives for you to select and implement. We coordinate with
your CPA and/or attorney and seamlessly integrate each segment
of the plan. We help design "simple to understand and easy to
implement" solutions for what seems to be complex problems.
Plan Creation and Ongoing Advice : Once up and running, a successful
retirement plan will reinforce your commitment to your employees and
help you to attract the best talent. After
implementation, 20/20 Financial Advisers will contract with you to
remain involved, providing a full range of services to support and
expand the benefits of the plan for you and your employees with:
Annual Re-enrollment Meetings
Investment Policy Statement Reviews
Monitoring Provider/Program Enhancements and Communicating to Plan
Sponsor
Monitoring Industry Trends and Communicating to Plan Sponsor
Plan Sponsor Service Support/ Problem Resolution
Additionally, Each Year, We Can Review Your Plan
http://www.2020financialadvisers.com/
20/20 Financial Advisers of San Diego L.L.C.
1660 Hotel Circle North, Suite 205
San Diego, CA 92108
California :
Financial Advisor in Los Angeles :
Financial Advisor in Marin
County :
Financial Advisor in San Diego :
Financial Advisor in Santa
Barbara :
Financial Advisor in Santa Rosa
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