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Rick J. Roemer, CPA/PFS, CFP®

Rick J. Roemer Co., LLC

711 Chemawa Rd NE
Keizer, OR 97303
Phone: (503) 390-8011
Fax: (503) 463-6666

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: We are a Comprehensive Wealth Management Firm working with clients who have investable assets of $250,000 to $5,000,000.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.