At Romana Wealth Partners, we specialize in guiding people through the years before and after retirement. We will help you make smart, confident decisions from timing your Social Security, to managing your healthcare costs, to building and income plan that can adjust over time, and preparing for the unexpected.
This isn't just about retiring, it's about living the life you've worked so hard for -- with the confidence that you're prepared for what's ahead.
Romana Wealth Partners | 3000 Executive Parkway | Suite 400 | San Ramon, CA 94583
Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MD, MT, NC, NJ, NV, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
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