Romero Insurance & Financial Services Process

 

Our Process

Our Process

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Welcome and Introduction

Introduction to our process, meet the staff.

G

Discovery

And identification of your needs, goals and objectives.

G

Proposal

Our recommendations for your consideration and options.

G

Implementation

Put your plan into action.

G

Review

Follow up and review your plan, ensure that your needs are met.

G

Monitor

As you grow and life changes, we want to make those adjustments to ensure we grow and change with you.

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