Founded in 1973, Romero Financial & Insurance Services is a financial services practice committed to helping people pursue their financial goals. We offer a wide range of insurance products and services to individuals, business owners, and Associations including life, medical, dental, vision, disability, long term care insurance, and fixed annuities. Our practice maintains a refreshing and unique philosophy of consumerism, personableness, ethics, and advocacy.
Our office provides no-cost insurance benefit/premium comparisons with reliable carriers and we are committed to securing the most competitive and viable insurance options for our clients. You can also view our Apply Online for Individual Health Insurance page to receive instant quotes and/or apply online. We feel that the real value of an insurance professional is not just the sale of an insurance product, but continued claims advocacy and on-going evaluation/recommendations of your changing insurance needs. Our clients have also found our website "Learning Center" offering current and relevant newsletters, articles, calculators, and a tax library especially invaluable in a rapidly changing financial environment.
There exists innumerable online quoting services for insurance products. In making a considered choice, ask yourself whether these resources, your insurance provider, and/or insurance broker effectively supports you with your detailed and often complex questions and claims resolution.
Newsletters
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.