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...

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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