Designed for anyone seeking to unlock the secrets to lifelong financial success.
Available in English & Spanish
Instructor: Carlos Roman
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.
Videos:
Introduction
Financial Goals
Financial Analysis
Financial Obstacles
Unexpected Events
Financial Strategies
Videos:
The Fall of 2008
Retirement Plan 401k
Traditional IRA
Roth IRA
History of the Social Security
Social Security
Mutual funds and stocks
Real estate/franchises
Annuities Fixed-Variable-Indexed
Term Life Insurance | Whole life insurance
Index Universal Life Insurance
Financial Portfolio
Rule of 72
Inflation
Real Estate Part 2
Final video
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.
Visit Our Office: 1760 N Jog Rd Suite 120, West Palm Beach, FL 33411
Monday - Friday - 10:00 AM-5:00 PM
Sat - Sun - By Appointment
© 2024 Roman Financial Services | Privacy Policy | Terms & Conditions | All Rights Reserved
Powered by Fit Target Social