Roman Czech
I work out of the New Hope office, helping individuals and families in nearby communities like Brooklyn Park, Maple Grove, Osseo, Anoka and Champlin plan for retirement and make thoughtful financial decisions that for their goals and lifestyle
State(s) Licensed: MN
9220 Bass Lake Road
New Hope, MN 55428
I work out of the New Hope office, helping individuals and families in nearby communities like Brooklyn Park, Maple Grove, Osseo, Anoka and Champlin plan for retirement and make thoughtful financial decisions that for their goals and lifestyle
State(s) Licensed: MN
Preparing today for tomorrow
I focus on helping you plan for your retirement you want and make thoughtful decisions with your money. I work with individuals, families and businesses to understand your goals, organize your finances, and create a plan that fits your lifestyle. Whether it's preparing for the years ahead, managing day-to-day finances or planning for unexpected challenges, my goal is to help you feel confident, prepared and in control of your financial journey
Creating a financial plan that fits your life
Planning for your financial future is one of the most important steps you can take to live the life you envision. Whether you want to pursue lifelong dreams, support the people and causes you care about, or simply feel more confident about tomorrow, the right guidance can make all the difference.
I partner with individuals and families at every stage of life from those just beginning their careers to those preparing for or enjoying retirement. Together, we’ll explore your unique goals, values, and priorities, then design a personalized strategy that grows with you as your needs evolve. My focus is not only on helping you grow and protect your investments, but also on creating a financial path that brings you greater clarity and peace of mind.
With industry expertise and a relationship built on trust, I’ll work alongside you to:
* Identify opportunities to grow and preserve your wealth.
* Plan for retirement with confidence and flexibility.
* Prepare for life’s uncertainties with tailored strategies.
* Align your financial plan with what matters most to you and your family.
Your journey is unique, and so is the guidance you deserve. Together, we’ll build a strong financial foundation that empowers you to feel secure today while staying ready for what comes next.
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Location
New Hope Office
- Phone:
- 612-760-2794