Romick Wealth Strategies, LLC

08/31/2026

You know we had to jump on this trend! 😂 Having a plan for your money, knowing where you’re headed, and creating a financial future that supports the life you want? Very chic. Very RWS. 💙 😎

08/28/2026

Another great week at RWS. 💙

This week brought conversations about retirement, estate planning, tax strategies, financial freedom, and everything in between. But at the heart of each conversation is the same goal: helping our clients feel confident about where they are today and prepared for where life is taking them next.

That’s what makes this work so rewarding. Helping people make thoughtful decisions about their money and, ultimately, the life they want it to support.

Have a great weekend! 😎

08/24/2026

💰Roth conversions can be a powerful financial planning tool, and with recent tax law changes, they’re worth a closer look.

📊 For the right situation, converting pre-tax assets to a Roth can create opportunities for tax-free growth and give you more flexibility in the years ahead. The key is understanding whether a conversion makes sense for your financial picture and when it may make the most sense.

🤔Curious if a Roth conversion could fit into your plan? Let’s start the conversation.

08/21/2026

Friday night lights are back! 🏈 🙌 And Dan is ready to cheer on the Trojans as they kick off the season tonight against Medina! Here’s to a strong start and plenty of Trojan pride all season long! 💙💛

08/17/2026

Retirement doesn't mean the financial planning stops, it can mean the conversations become even more important. 🤝💙

08/12/2026

📚🚌 Findlay students are back to school tomorrow (can you believe it?!) So, we had a little fun putting Dan to the test with some school edition “This or That” questions.

Wishing all the students, teachers, and families in our community a fantastic school year! Here's to new friends, new experiences, and plenty of reasons to be proud along the way. Good luck this year and Go Trojans! 💙💛

08/06/2026

😂 A (crispy) Diet Coke, Dietsch Brothers Fine Chocolates and Ice Cream and golf….works like a charm!

08/04/2026

So thankful for the meaningful work that everyone on the Findlay Hope House team does for our community!

We would like to thank Board Member, Dan Romick, of Romick Wealth Strategies, LLC for honoring the hard work and dedication of our staff with a lunch treat! It was very thoughtful and much appreciated. Thank you to Mallory for helping organize orders too! 🥰

08/03/2026

We're proud to share that Mallory was recently invited to present to administrative professionals from across Ohio, sharing best practices on how we serve our clients and operate our business.

Her dedication to creating a positive client experience is a big part of what makes Romick Wealth Strategies special. Great job, Mallory! 👏 💙

07/31/2026

Who's got that Friday feeling?! 😄 💙 (We sure do!) Wishing you all a happy and safe weekend!