Personal Finance

Personal Finance

The professionals at Rome Associates understand that there are no set formulas for financial success. We believe that unique devices and strategies must be employed based on our clients' varied circumstances. In keeping with this standard, our advisors are adept at formulating plans that are custom-tailored to your needs. Whether you are attempting to allocate the funds from your estate or make your next investment decision, Rome can help guide you down the right path.

As a firm, Rome has the ability to not only help you increase your assets and decide on their whereabouts, but also to protect what you already have. Today's litigious society leaves people constantly vulnerable to financial attack. Rome's staff acts as defender and protector of your assets.

A SAMPLE OF OUR SERVICES

Estate/Gift Planning

Assisting clients in deciding where their assets will go and the method by which the transfer will take place. Helping clients determine the most cost-effective method of relocating assets.

Succession Planning

Helping clients understand how to successfully and smoothly pass down control of their businesses. Setting the gradual process of succession into action.

Investment Strategies

Advising clients in managing their investments and helping them make the right contacts along the way.

Asset Protection

Protecting your assets from unwise decisions on the part of beneficiaries or during lawsuits.