Milestone Planning

Pricing & Information

Make the most of your life's landmark occasions. This offer has been developed with you in mind. We want what's best for you and won't break your budget before we work on it with you. Providing the utmost value is our mission. A plan is needed at the beginning of every great journey. Make it one you can count on.

Milestone planning packages include an in-person or video call planning meeting, a customized financial plan, checklist, and one year of adjustment services.


Disclaimer: Services offered are not a direct replacement for that work which requires a CPA and is supplemental to such work.

Learning Center

Financial Articles





About Us

Contact Us



P: 440-871-3067


24930 Detroit Rd.

Westlake, OH 44145

My Mobile Business Card

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. 

Signup up for Exclusive Access to  
Events and Trending Financial Topics

Follow Us on Our Social Network

  • YouTube
  • LinkedIn
  • Facebook
  • Instagram

© 2021 Pro Financial Network. All Rights Reserved

Check the background of this investment professional on FINRA's BrokerCheck