Robert E. Romano has over 29 years of service helping families on the South Shore work towards achieving their financial goals. Beginning as a financial advisor in 1992 (and a Certified Financial Planner since 1997), he has enjoyed helping others gain financial security. Mr. Romano went to law school after seeing the impact of increased medical expenses and nursing home costs on his clientele's life savings.
He saw the need to address the issue to help his clients and went to law school at night while keeping his practice as a financial advisor and graduated in 2004. He is a member of the National Academy of Elder Law Attorneys (NAELA) and collaborates with both Massachusetts attorneys and leading Estate planning attorneys nationwide. Robert E. Romano is now fully dedicated to estate planning and helping families protect their assets in order to pass them to their heirs according to their personal wishes.
He takes great pride in getting to know his clients, their family situation, understanding their unique values, circumstances and goals, and in designing customized strategies to achieve their wishes.
He saw the need to address the issue to help his clients and went to law school at night while keeping his practice as a financial advisor and graduated in 2004. He is a member of the National Academy of Elder Law Attorneys (NAELA) and collaborates with both Massachusetts attorneys and leading Estate planning attorneys nationwide. Robert E. Romano is now fully dedicated to estate planning and helping families protect their assets in order to pass them to their heirs according to their personal wishes.
He takes great pride in getting to know his clients, their family situation, understanding their unique values, circumstances and goals, and in designing customized strategies to achieve their wishes.
Services
OUR MISSION is to help clients protect their assets, preserve their independence, and maintain their security as they confront the issues of aging or illness.
OUR VISION is to be recognized leaders in educating and guiding clients and their families in successfully navigating the legal and social issues of aging, healthcare, and asset preservation.
We accomplish positive results through a unique blend of understanding the issues, skill in their resolution, and a pervasive commitment to care.
OUR VISION is to be recognized leaders in educating and guiding clients and their families in successfully navigating the legal and social issues of aging, healthcare, and asset preservation.
We accomplish positive results through a unique blend of understanding the issues, skill in their resolution, and a pervasive commitment to care.
Education is essential to make informed decisions.
In our two hour workshop, you will learn important and useful information that is critical to your family's future.
The two hours fly by!
A complimentary review and assessment meeting to not only review and assess your current documents, but to get a vision of what you want in your estate plan.
This one hour appointment will give you the opportunity to discuss your family's unique situation.
If you want a life of certainty and not leave things up to chance, we will schedule a Design Meeting.
In our two hour workshop, you will learn important and useful information that is critical to your family's future.
The two hours fly by!
A complimentary review and assessment meeting to not only review and assess your current documents, but to get a vision of what you want in your estate plan.
This one hour appointment will give you the opportunity to discuss your family's unique situation.
If you want a life of certainty and not leave things up to chance, we will schedule a Design Meeting.
Route 93 to Route 3 (towards Cape Cod).
Take the first exit off of Route 3 (Washington Street, Braintree).
At the end of the ramp take a left.
You will be facing Archbishop Williams High School.
Keep the school to the right of you.
Go through three (3) sets of lights.
After the third (3rd) set of lights you will see a three story red brick building on your left, which is 21 Franklin Street.
There is parking in the rear of the building.
Take the elevator up to the third floor and you will enter into the reception area.
Take the first exit off of Route 3 (Washington Street, Braintree).
At the end of the ramp take a left.
You will be facing Archbishop Williams High School.
Keep the school to the right of you.
Go through three (3) sets of lights.
After the third (3rd) set of lights you will see a three story red brick building on your left, which is 21 Franklin Street.
There is parking in the rear of the building.
Take the elevator up to the third floor and you will enter into the reception area.
Estate planning is not about how much money you have, it's about protecting what you have for you, during your life and for those you love, after you're gone.
It ensures what you have gets to the people you love, the way you want, when you want.
If you were to die today, are you comfortable everything will be taken care of the way you wanted?
Estate planning is legally ensuring things will be handled the way you want by providing sufficient instructions.
Estate Planning really is for everyone.
You still have to plan for the future.
It ensures what you have gets to the people you love, the way you want, when you want.
If you were to die today, are you comfortable everything will be taken care of the way you wanted?
Estate planning is legally ensuring things will be handled the way you want by providing sufficient instructions.
Estate Planning really is for everyone.
You still have to plan for the future.
If you become sick or disabled, either temporarily or permanently, who will make decisions for you?
A Power of Attorney allows you to appoint someone you trust to handle your affairs if you cannot do so.
2. If you cannot pay bills, get records, make phone calls or make other decisions, your family will be prevented from helping you.
3. Without a Power of Attorney, your family may have to file what is known as a Conservatorship or Guardianship Proceeding, seeking conservatorship/guardianship of the disabled person.
A Power of Attorney allows you to appoint someone you trust to handle your affairs if you cannot do so.
2. If you cannot pay bills, get records, make phone calls or make other decisions, your family will be prevented from helping you.
3. Without a Power of Attorney, your family may have to file what is known as a Conservatorship or Guardianship Proceeding, seeking conservatorship/guardianship of the disabled person.
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