Financial Planning

Sound financial health. It takes in-depth analysis. It takes careful planning. It takes solutions, tailored to help meet your unique requirements. We employ a disciplined, structured approach to financial planning which, by design ensures that we incorporate all of your needs, goals and objectives, in developing a financial plan that's appropriate for you.

We first fully understand and analyze the specifics of your financial situation and, then, provide you with the information, advice and alternatives you need to make informed decisions about your financial future. Each of our financial plans is designed to help meet your unique needs, circumstances and objectives. Here's a representation of how we work with you:

Our Office Location

Hueners Hall Romo Prosise LLC

4241 B. Street
Suite 305
Anchorage, AK 99503
ph: 907.561.3187
fax: 907.561.5028
toll free: in AK 1-800-478-8327

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Latest News

Financial and Economic Brief - October 17, 2017

• Bright Outlook for Economy - Federal Reserve Chair Janet Yellen said she had a bright outlook for the U.S. economy and for inflation forecasts in the coming months.

• Tesla Model 3 Production Slows - According to reports, Tesla dismissed several hundred workers because the company is off to a slow start in manufacturing its Model 3 electric car.

• Indexes Hit Records - Wall Street indexes hit records at the open on Monday on gains in financial and technology stocks even as investors awaited earnings reports this week.

Financial and Economic Brief - October 10, 2017

• New “Bubbles” to Emerge? - According to German Finance Minister, Wolfgang Schaeuble, volatile loans and mounting global debt could lead the world into another economic crisis.

• Walmart Announces Buyback - Walmart announced a $20 billion share repurchase program to replace its existing plan and shares were up more than 2% in premarket trade on the news.

• Spanish Separation Affects European Stocks - World shares achieved a record high on Tuesday, although European shares traded “cautiously” as markets waited to see whether Spain’s Catalonia region would push for independence.

Financial and Economic Brief - October 3, 2017

• Consumer Spending Flat in August - According to the U.S. Commerce Department, consumer spending only rose 0.1% in August as Hurricane Harvey “weighed on” auto sales and unseasonably mild temperature reduced demand for utilities.

• Dow Soars for 8 Quarters - The Dow climbed 5% during the third quarter, which stretched its streak to eight winning quarters.

• Construction Spending Increased in August - U.S. construction spending increased in Aug. by 0.5% after two months of declines, helped by strength in home building, nonresidential construction & state and local government construction.

Financial and Economic Brief - September 19, 2017

• August Retail Sales Fell More Than Expected - According to The Commerce Department, U.S. retail sales fell 0.2% in August, more than forecasted, suggesting “moderation” in consumer spending in Q3.

• Gas Prices Coming Down… Slowly - Prices jumped 32 cents a gallon in two weeks as refineries in the Houston area were closed.

• Northrop Grumman to Buy Orbital - U.S. defense contractor Northrop Grumman Corp said on Monday it would buy missile and rocket maker Orbital for $7.8 billion in cash.

Financial and Economic Brief - September 12, 2017

• Gas Prices Rise after Harvey - After Hurricane Harvey the average price of gasoline rose, prompted by oil refinery closures..

• ARAMCO IPO Still on Track - Saudi Arabia is still on track to sell part of its oil company ARAMCO on the stock market in 2018 despite changes to its economic revival plan.

• BP Files for IPO - British energy company BP filed for an initial public offering of its pipeline assets in the U.S.