Full Financial Planning Services

PRO Financial Network is your Partner in Progress

Our service doesn't stop after your plan is developed. Access to advisory services and exclusive benefits included such as specialized software to help track your goals, debts, income, and major purchases. 

 

More Informationa and pricing below.

Select your respective categories to view a full list of features

Profession

Business Owner


  • Asset Protection
  • Business succession planning
  • Executive bonus plans
  • Key man insurance
  • Buy sell agreements
  • Business planning
  • Investments Review
  • Tax Analysis
  • Legal Document Review
  • Owner & Business synergy
  • Liability Insurance Strategies
  • Life Insurance Strategies
  • Estate Planning
  • Budget Review




Resident/Student Physician


  • Discounted Disability Insurance
  • Tax planning
  • Student loan debt strategy
  • Employment contract review
  • Employee benefit review
  • Life insurance strategies
  • Liability Insurance strategies
  • Asset protection
  • Tax analysis
  • Budget review
  • Investments review
  • Estate planning
We have guided hundreds of residents and doctors and understand your unique challenges




Physician


  • Discounts on Disability Insurance
  • Tax analysis/planning
  • Student loan debt strategy
  • Employment contract review
  • Budget review
  • Investments review
  • Asset protection
  • Legal document review
  • Trust review and counseling
  • Estate planning
  • Employee benefit review
  • purchase of practive assistance
  • Liability insurance strategies




Working Professional


  • Asset protection
  • Estate planning
  • Liability Insurance Strategies
  • Legal document review
  • Tax analysis
  • Budget review
  • Investments review
  • Emloyee benefit reviews
  • Life Insurance strategies





Life Stage

New Grad


  • Detailed budget
  • Action checklist
  • Income protection analysis
  • Emergency savings review
  • Discussion of financial priorities
  • Debt review
  • Major purchases review
  • Employee benefits review
  • Healthcare review
  • Statement of assets and liabilities
  • Investment allocation plan
  • Student loan review
  • Wills, Trusts, Estate planning review
  • Life & Disability Insurance recommendation




Newly Weds


  • Detailed budget
  • Action checklist
  • Income protection analysis
  • Emergency savings review
  • Discussion of your financial priorities
  • Debt review
  • Major purchase review
  • Employee benefits review
  • Healthcare review
  • Income tax review
  • Statement of asstes & liabilities
  • Survivor needs analysis
  • Investment allocation plan
  • Student loan review
  • Merging benefits & Assets review
  • Weills, Trust, & Estate planning review
  • Life & Disability Insurance Reommendation




New Parents


  • Detailed budget
  • Action checklist
  • Income protection analysis
  • Emergency savings review
  • Discussion of your financial priorities
  • Debt review
  • Major purchases review
  • Employee benefits review
  • Healthcare review
  • Income tax review
  • Statement of assets & liabilities
  • Survivor needs analysis
  • Investment allocation plan
  • Student loan review
  • Growing household planning
  • Edication funding methods review
  • Wills, Trust, & Estate planning review
  • Life & Disability Insurance recommendation




Pre Retirement


  • Detailed budget
  • Action checklist
  • Income protection analysis
  • Emergency savings review
  • Discussion of financial priorities
  • Debt review
  • Major purchase review
  • Employee benefits review
  • Healthcare review
  • Income tax review
  • Saving & Spending analysis
  • Statement of assets and liabilities
  • Survivor needs analysis
  • Investment allocatio plan
  • Post-retirement cash flow review
  • Review of retirement assets
  • Education funding methods review
  • Life expectancy analysis
  • Long-term care analysis
  • Income tax Review
  • Pre-retirement cash flow review
  • Income in retirement
  • Retirement date discussion
  • Wills, Trust, & Estate planning review
  • Life & Disability Insurance Recommendation




Retirement


  • Detailed budget
  • Action checklist
  • Emergency savings review
  • Discussion of your financial priorities
  • Debt Reviw
  • Major purchase review
  • Healthcare review
  • Saving & Spending analysis
  • Healthcare review
  • Statement of assets and liabilities
  • Survivor needs analysis
  • Investment allocation plan
  • Post-retirement cash flow review
  • Review of retirement assets
  • Life expectancy finacial calculation
  • Long-term care analysis
  • Income tax review
  • Post-retirement cash flow review
  • Income in retirement strategy
  • Social security benefits review
  • Will, Trust, & Estate planning review
  • Medicare supplement analysis





Network Services & Benefits

Included with services available upon your request


  • Access to bespoke financial planning software
  • Full financial plan report
  • Tax prep review
  • Investments review
  • Behavioral coaching
  • Risk mitigation
  • Financial "Blind spot monitor"
  • Budget assistance
  • Home buying evaluation
  • Morgtage evaluation
  • Car/Major purchases evaluation
  • Charitable giving assistance
  • Exclusive content (seminars/workshops)
  • Yearly checkups
  • Liability exposure
  • Refinance review
  • Debt consolidation assistance





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CONTACT

P: 440-871-3067

E: info@profinancial.biz

24930 Detroit Rd.

Westlake, OH 44145

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Michael G. Romanello, CEP, CLTC

Michael G. Romanello is a registered representative of and offers Securities through Independence Capital Company Inc.  Member FINRA/SIPC. 

5579 Pearl Road, Suit 100 Cleveland, OH 44129

Investment Advisory Services offered through Independence Capital Company Inc. 

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