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 - November 14, 2017

• Oil Prices May Stay Steady - Oil prices have been rising since June, increasing about 33%. British Petroleum boss Bob Dudley says that may be all for now.

• Coal’s Bleak Future - The coal industry has seen only modest gains in jobs and production this year, mostly from a temporary uptick in foreign demand.

• Qualcomm Rejects Takeover Proposal - Qualcomm recently rejected Broadcom's $103 billion takeover proposal, noting the bid “significantly undervalues” the wireless telecommunications company.

Financial and Economic Brief - November 7, 2017

• October Jobs Report - The U.S. economy added 261,000 jobs in October and the unemployment rate was 4.1%.

• Gas Prices on the Rise - Gasoline prices have risen for most of the U.S. at a time in the year when there is usually “relief” at the pump.

• Dudley Leaving Fed - William Dudley, “among the most influential monetary policymakers throughout the financial crisis and its aftermath”, expects to retire by mid-2018, before his term officially ends in January 2019.

Financial and Economic Brief - October 31, 2017

• GDP Rose 3% - The U.S. economy “unexpectedly maintained a brisk pace of growth” in the third quarter.

• Oil Prices Still Sub $60/Barrel - The “key psychological threshold” of $60 a barrel has not been broken in awhile.

• Consumer Spending Increases - The Commerce Department reported that consumer spending, which accounts for more than two-thirds of U.S. economic activity, jumped 1% in September.

Financial and Economic Brief - October 24, 2017

• “Pick Up” in Business for 4th Quarter? - According to a survey of business analysts, even though business wasn't great during Q3 2017, things “should pick up again” in Q4.

• Hartford to Acquire Aetna’s Life and Disability - The Hartford Financial Services Group has agreed to acquire Aetna's U.S. group life and disability business for $1.45 billion.

• Wall Street at Record Levels - Wall Street indexes hovered at record levels on Monday as investors aplauded the continuation of “Abenomics” following Japanese Prime Minister Shinzo Abe’s win in the polls.

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.