Romick Wealth Strategies, LLC

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Findlay, OH
Romick Wealth Strategies, LLC

When it comes to your finances, I act as your personal CFO; keeping the complex simple. Disclaimer: Money Concepts is not affiliated with FACEBOOK, Inc. service.

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© 1979-2010 Money Concepts International Inc. Romick Wealth Strategies, LLC is an independent firm not affiliated with Money Concepts Capital Corp.

07/17/2026

😊 One of the best parts of financial planning is helping people prepare for the life they want to live, not just the day they stop working.

So, what's your ideal retirement Friday? A round of golf? Time with the grandkids? Relaxing at the lake? We'd love to hear!

07/14/2026

Our clients aren't looking for someone to simply manage an account. They're looking for a trusted relationship.

Someone to help them think ahead, identify opportunities, answer questions, and provide guidance through every stage of life. Because when you have a plan, and someone helping you carry it out, you can spend less time worrying about your finances and more time enjoying your life.

07/10/2026

The perfect plan on paper means nothing if it doesn’t fit your life.

The best financial plan is one you understand, feel confident in, and can actually stick with, because consistency is what helps turn goals into progress.

07/07/2026

Do you have a 401(k) through a local employer? This might surprise you.

Many people assume they have to manage their workplace retirement account on their own until they retire. In reality, depending on your plan, you may have options.

During a recent client review, we discovered we could help manage her employer-sponsored 401(k) while she's still working. Instead of simply choosing a few funds and hoping for the best, she now has ongoing guidance and proactive oversight as she prepares for retirement.

If you work for a local employer and have a 401(k), it's worth finding out what options are available to you. Sometimes the biggest opportunity isn't opening a new account, it's making the most of the one you already have. 💪

07/04/2026

Happy Independence Day! 🇺🇸

As we celebrate America's 250th year, we're reminded that some of life's greatest blessings are the freedoms we enjoy, the communities we're proud to call home, and the time we get to spend with the people who matter most.

From all of us at Romick Wealth Strategies, we wish you and your family a safe, relaxing, and memorable Fourth of July!

07/02/2026

Community is at the heart of everything we do. ⛳️💙

We were proud to support the recent Findlay Firefighters Local 381 Golf Outing and the incredible men and women who serve our community every day. A special shoutout to firefighter Nick Price for representing Local 381 as they geared up for a great day on the course!

Thank you to all of our local firefighters for your dedication, service, and commitment to keeping our community safe.

06/29/2026

Financial stress isn't always about how much money you have, it's often about how well you understand it.

When you know where your money is going, recognize your spending habits, and have a plan for your goals, you can make decisions with more confidence and less stress. Clarity is a powerful first step toward financial peace of mind. 🎯

06/26/2026

😊 Dan's weekend reminder: The markets will be there on Monday.

This weekend, spend time with the people you love. Go to the ballgame. Take the trip. Have dinner together. Make memories. Have a great weekend!

06/23/2026

1️⃣ Automate savings: move money before you even have a chance to spend it. It doesn’t require discipline every day, just one good system set up once. Even small automatic transfers build momentum faster than most people expect.

2️⃣ Drive your car longer than you want to: a paid-off vehicle is hard to beat. With the average car payments now often landing in the $700-$800/mo range, extending the life of your current car can free up thousands a year in cash flow. It’s not about never upgrading, it’s about timing it intentionally, not emotionally.

3️⃣ Review recurring subscriptions: Small monthly charges add up faster than most people realize. It’s not the big purchases that usually drain budgets, it’s the $9.99s, $14.99s and “I forgot I was still paying for that” charges that quietly stack up over time.

4️⃣ Wait before making non-essential purchases: our rule of thumb is if you still want it in a few days, then consider it. That pause creates space between impulse and intention. Most of the time the urgency fades, and if it doesn’t, it’s usually a better decision anyway.

5️⃣ Increase savings when income increases: lifestyle creep can be sneaky. Raises and new income tend to disappear into upgrades we barely notice, until we’re no further ahead. The simple move: direct a portion of every increase straight into savings before it adjust your baseline spending.

These habits are really the foundation of a strong financial plan, because even the best big-picture strategy won’t stick if the small daily behaviors aren’t aligned. Long-term success usually isn’t about dramatic moves, but about getting the basics right consistently.

06/21/2026

💙 Today, we celebrate the dads, grandfathers, stepdads, and father figures who show up day after day for the people they love.

The lessons they teach, the values they pass down, and the support they provide often become part of the legacy their families carry forward for generations.

A special Happy Father's Day to Dan, whose dedication to family is reflected both at home and in the care he provides to the families he serves.

Address

101 West Sandusky Street, Suite 202
Findlay, OH
45840

Website

http://www.RomickWealth.com/

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