Daniel Roemerman has provided financial and insurance planning advice to both the business community and residents of Missouri and Illinois over the last 28 years. He holds his Series 7 and Series 66 licenses and is an Investment Advisor with Realta Equities, Inc., and Registered Rep. with Realta Equities, Inc., an SEC registered broker/dealer who clears through Pershing.
Events
Our First Wealth Advisory Workshop of 2025
is Free and You're Invited!
Tuesday, April 1st at 6pm | Thursday, April 3rd at 6pm
DONATELLI'S BISTRO
Come learn the secrets of the world’s most elite investors and how they utilize wise money endowment investments that can provide an immediate income stream while providing lower market risk tolerance than traditional stocks/bond portfolios. Institutions and private equity average 11% year over year returns while the average investor earns 2.8% year over year. Wise money endowment strategies have played a part of how these results were achieved.*
What you will learn
• Why Alternative investments should be considered a critical piece of infrastructure into any well-constructed portfolio.
• Protect all Your Assets From the Dreaded Nursing Home Spend Down: How you and your spouse can get long-term and in-home care without the expensive premiums and the high rate increases. No wasted premiums. (A MUST SEE)
• Strategies to Prevent Running Out of Money in Retirement: No matter how long you and your spouse live (based on your IRAs, 401Ks, 403Bs, Investments, CD’s, and cash.)
• Are Taxes Going to Go Up or Down? Strategies on making your highest taxed investment (your IRAs, 401Ks, 403Bs) into a tax-free asset. ALL GAINS, DISTRIBUTIONS WOULD NOW BE TAX-FREE.
• Trying to do IRA to Roth IRA conversion? Learn a very powerful strategy in reducing the taxes owed on your conversion, while generating potentially outsized returns on the backend within your Roth IRA, Tax Free. (SAVE THOUSANDS IN TAXES)
• Strategies on Protecting Your Principal: How Endowment Investments can add a tremendous value into a well-diversified portfolio, without the roller coaster ride effect.
• Setting Up a Trust or Estate Planning:
Avoid probate (PROTECT YOUR LOVED ONES)
About our speaker
Daniel Roemerman
President, Greenway Financial Advisory Group
Seats for our free Wealth Advisory Workshop are very limited and advance reservations are required.
Request your reservation here!
*Rice, Bob. The Alternative Answer. The Non-Traditional Investments That Drive The World’s Best-Performing Portfolios, Harper 2013. Some insurance products may have surrender charges and are only as strong as the ​financial strength of the insurance company. We are not a CPA or a Law Firm and are not ​affiliated with any state agency.
1410 Triad Center Dr.
St. Peters, Missouri 63376
Daniel Roemerman is a registered representative of Realta Equities, Inc. Realta Equities, Inc. is not affiliated with Greenway Financial Group. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment advisory services are offered through Transc3nd LLC located at 165 Elmhurst Dr. Suite B, Kyle, TX 78640. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Greenway Financial Group or Transc3nd LLC.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.
