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Are you ready, 
to plan your
financial future?

REDEFINING THE FINANCIAL ADVISOR 

 Proudly Serving Premier Members Credit Union

My Story

With over 24 years of experience, there isn't a lot I haven't seen. Guiding clients through a maze of financial possibilities, I've transformed aspirations into realities with strategic planning and unwavering commitment. I thrive on navigating the complexities of wealth management, helping my clients pursue their financial goals with confidence.

Core Competencies

Retirement    Planning

Planning for retirement is your ticket to financial stability and the lifestyle you envision. By investing time and resources now, you're crafting a financial future where you can confidently pursue your passions.

Investment  Management

Balancing risk and return is personal and if you don't understand your comfort level with risk, how will your advisor? I view every portfolio through the lens of risk and take special care to see that your portfolio aligns with your goals and risk tolerance because there is no right or wrong way to invest, as long as you understand what to expect.

Income

Exotic travels, more time with the grand kids, or maybe turning your passions into a business. Whatever your dream of retirement may be, I've learned that none of that can happen without income. My income planning explores timing and resources to craft a plan as unique as you. 

Insurance

If you don't plan for the unexpected, no other planning will matter. I offer a range of insurance solutions to protect you and your loved ones, including life and disability insurance.

Complimentary Services

Are You Ready To Retire?

The definition of retirement is as unique as we are, no one is the same, but almost all would agree that a key component is about replacing a paycheck. In this 30-minute session, I'll help you evaluate the numbers so you can see how you're progressing towards your goal. 
  

Complimentary

Contact

Let's Talk

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5505 Arapahoe Avenue

 Boulder, CO 80303

(303) 657-7596

a.romero@lpl.com

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The MEMBERS Financial Services Financial Professional, located at Premier Members Credit Union can explain your investment and retirement options. Some of these options include mutual funds, annuities, life insurance, long-term care insurance, and brokerage. 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Premier Members Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Premier Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Premier Members Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

  Not Insured by NCUA or Any Other Government Agency     Not Credit Union Guaranteed     Not Credit Union Deposits or Obligations     May Lose Value

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The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, ID, KS, MD, MI, MO, NV, NM, OR, TX, VA, WA, WY.

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Your Credit Union (Premier Members Credit Union) provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This created an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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