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Romero Retirement Strategies

Romero Retirement Strategies
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    • 6 Reasons Why You Should Rollover Your 401k
    • Eight Questions to Stress Test Your Retirement Plan
    • Custom Rate Report
    • Retirement Guides
    • Resources
    • Fiduciary vs. Broker
  • Contact
  • Schedule An Appointment
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UNDERSTAND YOUR OPTIONS

UNDERSTAND YOUR OPTIONS

UNDERSTAND YOUR OPTIONS

Informational content to aid you in making decisions about financial planning for your retirement:

 

Click on the icons below to download a PDF file of our resource documents:

Benefits of Working With an Advisor

5 Threats to a Secure Retirement

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  • About
  • CD Rates Changing
  • Contact
  • Fiduciary vs. Broker
  • Our Process
  • Resources
  • Services

Romero Retirement Strategies

Tim Romero
Investment Advisor Representative
t.romero@iamswm.com

Principal Office:
2901 Turtle Creek Dr Suite 415
Port Arthur, TX 77642
409-722-6739

Form CRS – Client Relationship Summary

Compliance

Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Romero Retirement Strategies are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.

Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.

Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

©ROMERO RETIREMENT STRATEGIES   |   2901 TURTLE CREEK DR SUITE 415 PORT ARTHUR, TX 77642   |   409-722-6739   |   T.ROMERO@IAMSWM.COM