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Phil Romano, CFP®, AIF®, 
CERTIFIED FINANCIAL PLANNER™ Practitioner

<strong>We Work For You</strong>

We Work For You

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

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<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

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Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet



What It Means to be a Fiduciary

What It Means to be a Fiduciary


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CERTIFIED FINANCIAL PLANNER™ Professional

Learn more about why you should choose a CERTIFIED FINANCIAL PLANNER™ Professional.


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A Plan for Life



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