The Ultimate Wealth Strategy

MASTERCLASS

Become the master of your own finances

Masterclass: The Ultimate Wealth Strategy

Designed for anyone seeking to unlock the secrets to lifelong financial success.

  • Available in English & Spanish

Instructor: Carlos Roman

About

Unlock the Secrets to Wealth Creation and Financial Freedom

Our Masterclass is the ultimate guide to navigating today’s economy and building lasting wealth. Whether you're just starting your financial journey or looking to enhance your current strategies, this course is designed to empower you with the knowledge you need.

There are 5 modules in this course

Module 1

Videos:

  • Introduction

  • Financial Goals

  • Financial Analysis

  • Financial Obstacles

  • Unexpected Events

  • Financial Strategies

Module 2

Videos:

  • The Fall of 2008

  • Retirement Plan 401k

  • Traditional IRA

  • Roth IRA

  • History of the Social Security

  • Social Security

Module 3

  • Mutual funds and stocks

  • Real estate/franchises

  • Annuities Fixed-Variable-Indexed

  • Term Life Insurance | Whole life insurance

Module 4

  • Index Universal Life Insurance

  • Financial Portfolio

Module 5

  • Rule of 72

  • Inflation

  • Real Estate Part 2

  • Final video

Masterclass: The Ultimate Wealth Strategy

Designed for anyone seeking to unlock the secrets to lifelong financial success.

  • Available in English & Spanish

Roman Financial Services is a full-service financial wellness company based out of West Palm Beach, Florida. We offer a range of financial planning. Whether your goal is to plan for retirement at an early age, restructure your existing investment portfolio or to ensure you have enough life insurance for your loved ones, we are here to help.

Monday - Friday - 10:00 AM-5:00 PM

Sat - Sun - By Appointment