Roman Janos, CFP®

Wealth Management Advisor

  • Office 352-377-7577
  • Mobile 619-888-0112

HELPING MY CLIENTS DEFINE, CREATE, AND ENJOY FINANCIAL INDEPENDENCE

For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly. Financial success doesn't happen by chance; it is the product of sound decision-making. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

Realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

Most professionals in the financial services industry operate exclusively in one of three areas:

  • Asset Managers - These advisors typically serve as investment managers focusing only on "rate of return"
  • Insurance Agents - These advisors tend to view insurance as the solution to every problem
  • Fee Based Planners - These advisors often focus their entire business model around charging fees for plans without actually helping clients to implement them

As a CERTIFIED FINANCIAL PLANNER™ and Wealth Management Advisor, I simplify your life by providing all of these areas, so you can implement your multi-faceted plan with one firm.

I help you model successful outcomes based on several key factors including taxes, market environments, health care costs, social security optimization, longevity, legacy goals, etc. 

Most importantly, I take a collaborative approach to planning: I educate and YOU make decisions. Together we develop a personalized financial plan, designed to achieve your vision for the future while balancing your short-term needs with your long-term goals.  Let's get started...

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck