Understanding Today's Financial Environment
Welcome, I'm Steven Romano, a financial consultant in Edmond, OK. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, give us a call at (405) 330-8300.
What does it mean to be a SmartVestor Pro?
I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
I provide a refreshing twist on financial planning.
I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
I care about your future.
I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
Call us today to schedule a visit regarding your financial future.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A quick look at how federal income taxes work.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How long does a $20 bill last?
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
How will you weather the ups and downs of the business cycle?