Romero Insurance & Financial Services Process

Our Process
Welcome and Introduction
Introduction to our process, meet the staff.
Discovery
And identification of your needs, goals and objectives.
Proposal
Our recommendations for your consideration and options.
Implementation
Put your plan into action.
Review
Follow up and review your plan, ensure that your needs are met.
Monitor
As you grow and life changes, we want to make those adjustments to ensure we grow and change with you.