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Romain Financial

115 N. Broadway Street,Lake Orion MI 48362

Welcome to Romain Financial!

Romain Financial provides clients with customized financial strategies to meet their individual retirement needs.  

Our Goal

Romain Financial strives to ensure that all of our clients reach their financial goals now, into their retirement years and for the next generation.  We believe that the recipe for success is in effective client communication, allowing us to create personalized strategies to every family.

Purpose of our Website

We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. 

Please take advantage of our informative newsletters, articles and various financial calculators that can help you in your daily life. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

For a COMPLIMENTARY Financial Review please Click Here!

How much can you afford to pay for a car?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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