Chad Paul Romero, CLU®, ChFC®, LUTCF®, ChSNC®

Financial Representative

Planning is Key for Success.

Helping Create Your Financial Plan

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.  

I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.


Special Needs Planning

Children and adults with special needs touch others' lives in remarkable ways. The joy and happiness-and sometimes the challenges- they bring to the people involved in their lives can be extraordinary. Like others who care for dependents with special needs, you have one hope for the future: that your loved one lives a long, productive and happy life.

Ensuring future financial security and quality of life, however, requires more than hopes and dreams alone. It requires special planning for your future and the lifetime of your loved one with special needs. For the family of a person with special needs, financial planning is a necessity. A well-designed and executed special-needes plan can have a profound impact on your loved one's quality of life and can help turn your dreams for his or her future into reality.

Chad will work with you to:

  1. Identify your goals
  2. Develop your personalized plan
  3. Implement your strategies
  4. Review your plan

Video Resources


 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck