Financial Planning & Advising

Long-term financial success does not happen by chance. Each area of your finances can have an impact on your other goals, and understanding the interaction of your finances with other aspects of your life is key as you deal with ongoing economic issues. At Roman Accounting & Tax Services we look at your current financial picture and your goals for the future.  By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving those financial goals is greatly increased.  Our mission in the formation of a financial plan is to enhance and grow your wealth and to protect and preserve the value of your assets.  Our services include money & portfolio management, annuities and long term care alternatives that provide benefits both as a living and a death benefit.