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Romero Financial & Insurance Services

Phone:

(707) 431-3710 Sonoma County Bar Association "SCBA Exclusive Insurance Broker": (707) 230-1170

E-mail:

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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, group medical, group/individual dental and vision, disability income, professional and business overhead disability, long term care insurance, and Employee Assistance Programs (EAP). 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 Individual Dental and Vision Insurance Plans portal 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.

Considering some important issues now could provide more options in the event of early retirement.

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Suggests considering life insurance for stability during uncertain markets.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate the future value of your current savings.

Use this calculator to estimate how much income and savings you may need in retirement.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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