Ken Roman Financial Planner


Financial Services

About Us

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Ken Roman is a registered Investment Advisor with national certifications as a Charter Life Underwriter (Insurance) and Charter Financial Consultant (Investments).

Specializing in:
Money management,credit usage, reserve funds, marriage and home purchases for young adults.

Education Funding Choices for Children, Retirement Planning, Senior Care for Parents for middle aged adults.

Pension plans, retirement distributions, nursing home expenses, planning and administration of estate, funeral arrangements for older adults.

Registered investment Advisor with the State of Illinois.


  • Setting Life Objectives
  • Budget and Cash Flow Management
  • Investment Strategy
  • Discerning Truth
  • Estate Planning