Rick J. Roemer, CPA/PFS, CFP     1-800-ADVISER ext. 2000     Keizer, Oregon                  

   
 

Rick J. Roemer and Company

Rick J. Roemer, CPA/PFS & CFP

Office:
711 Chemawa Road NE
Keizer, Oregon, 97303

1-800-ADVISER ext. 2000
Phone: (503) 390-8011

     

     

     

E-mail Rick
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Services Available:
Financial Planning 
Money Management
Tax Services
Estate Planning
Overview 

We provide an integrated tax and financial planning strategy to every client based on an individual's specific needs. When you become a client, we concentrate on your specific goals and objectives, whether they are personal, family or business-related. We review all of the elements such as investment portfolio and insurance coverage that will affect the management of your assets. Tax implications are considered. 

Available Services
Financial Planning Services
Financial planning services are available based upon your specific financial situation and objectives. Services available include: asset allocation strategies, cash flow planning, retirement planning, educational funding planning, stock option exercise planning and recommendations summaries.

Portfolio Management
We begin the portfolio management process by establishing an investment policy statement that describes your goals and investment objectives. We analyze your assets and liabilities and review your cash flow requirements. We evaluate and monitor your investments and risk tolerance. We then recommend an asset allocation strategy. Once agreed, we implement and then monitor a portfolio strategy.
Additional Information
References
References are supplied based upon the specific type of service you are looking for. 
Account Minimums 
None.
Work Hours & Response Time
Regular Office Hours are from 9 to 5 (Pacific), Monday through Friday; will respond daily.
Pricing and Fees
Fees are based upon the specific service you desire. In general, our fees for comprehensive financial planning services range from $2,000 to $5,000. Portfolio management fees are charged based upon a percentage of assets. 

 Call Rick J. Roemer at 1-800-ADVISER ext. 2000


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