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Build a plan to create the life and legacy of your dreams.

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History

History

Jeff Roman, CFP®, AIF®, a financial planner in Okemos, Michigan, has been helping businesses and families plan & invest since 2011. In 2024, he founded Roman Capital Strategies to further our commitment to delivering an exceptional experience for our clients. We specialize in advising clients on the complexities of Retirement, Investing, Taxes, Insurance, & Estate. With our concierge style approach, it truly is holistic financial planning. 

Services

Our foremost aim is to provide you with an experience that transcends mere transactions. From the moment you walk through our doors or engage with us virtually, you'll sense a personalized touch on your journey towards financial empowerment and confidence. Together, we will craft a personalized financial plan tailored to your specific needs and goals.

Retirement Plans 

Helping business owners design and implement elite retirement packages for their employees.

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Lifestyle Planning

A comprehensive approach to managing personal finances that align financial decisions with your life aspirations, priorities, and values.

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Investments

Investment management involves rigorous due diligence to effectively design your portfolio with specific goals and risk tolerance in mind. 

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Estate Planning

Your own personal advocate to coordinate a strategic plan with your attorney to transfer your wealth as efficiently as possible.

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Risk Mitigation

Customized insurance solutions tailored to your unique circumstances to reduce your risk exposure.

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Tax Avoidance

Developing strategies that seek to minimize the amount of taxes you pay while maintaining compliance with relevant tax laws & regulations.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Process

Introduction

Here we get a chance to learn about each other. This is a 2-way street with no round-a-bouts or Michigan left turns. Full transparency about our services, the process, and fee structure. You have to have a need for our services and we need to like each other and want to work together

Discovery

This is a deep dive into who you are and where you want to go. What are your goals, objectives, and aspirations?  Where are you at with these, what do you already have going to accomplish them, and what steps are you taking?



Plan Design

Next it is time to confirm where we are at, get organized, and construct a rough draft to establish the direction we are headed in order to accomplish your objectives. 





Implementation

Now that we are aligned with your goals and objectives we discussed before, we take the steps necessary to activate your plan for success.




Monitor

Ongoing management and adjustments is a crucial piece of the puzzle. Life changes, economics are unpredictable, and you do not need another full time job. We typically connect at least annually to make sure we stay on track and hold each other accountable

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Resources
Articles and Events

Keeping Up with the Joneses

Keeping Up with the Joneses

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A Look at Diversification

A Look at Diversification

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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

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