About The Advisor
Local roots. Regional reach. National network.
Mike Romanello, founder of PRO Financial Network, was born and raised in Cleveland, and his roots in the community run deep. That hometown approachability, combined with more than 22 years of experience, is what sets him apart. Mike has spent his career working with business owners, physicians, and families just like yours, helping them protect what matters most and plan confidently for the future.
PRO Financial Network is an independent financial services firm based in Ohio, specializing in retirement planning that is personal, strategic, and built around your goals. You have worked hard to save and invest your money, and now it is time to optimize and protect those savings to support your retirement and provide for the people you love.
Our approach focuses on tailored retirement planning strategies and insurance solutions designed to deliver guaranteed lifetime income, asset protection, and tax efficient outcomes. The goal is simple: a thoughtful, holistic plan that helps you move into retirement feeling confident, prepared, and genuinely well taken care of.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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FAQ
RR
Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Blog
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
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