Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.
That is where Roman Janos comes in. Roman takes the time to get to know you and your preferences. He can help you anticipate and prepare for the bestand worst scenarios. The relationship Roman Janos establishes with you enables him to focus on your needswhat you want for your family and what you are currently doing.
Domestic Partnership Issues
If you're in a long-term relationship, you and your partner or significant other likely have shared goals and fiscal responsibilities. Yet, unmarried couples don't have the same benefits and legal protections automatically granted to married spouses.
Roman Janos understands the financial hurdles that domestic partners face from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with legal and tax professionals, Roman can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.
My Mission
My mission is to help clients attain financial security for their families and businesses.
By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, I will do my best to help you protect and provide for those people you care about most. Because you cannot predict the future, I will help you plan for the best and worst case scenarios. I am committed to providing expert guidance and innovative solutions, and will work to create long-term relationships based on quality service and integrity.
Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from me.
Northwestern Mutual
We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.
What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.
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