Andres M. Romero, ChFC, CFP
Andrés M. Romero,ChFC®,CFP®

Financial Planner
Financial Services Representative

Welcome!

What, exactly, is “financial planning?” There is no right or wrong answer. Each person  has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spread sheets and time tables.

As a fee based financial planner, my goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.

I will work with you to help you determine what’s important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor.

Click here to contact me

I am licensed and registered to offer products and services in [FL, GA, NC, SC]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →