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Sam Rouman, CFP®, CLU, ChFC, AIF®

AIF®, CFP®, ChFC, CLU - Wealth Advisor

As a Certified Financial Planner and Wealth Advisor, Sam understands the value of becoming a trusted advisor to his clients. His expertise includes wealth management, retirement planning, investment management and legacy planning.

Posts from Sam Rouman, CFP®, CLU, ChFC, AIF®

Conversations to Have at the Family Cabin June 5, 2019 by Sam Rouman, CFP®, CLU, ChFC, AIF®
Conversations to Have at the Family Cabin
Summer is finally here!  You have waited for six months—or longer—to head to the lake spot where for years family has gathered for some rest, relaxation, companionship, food and fun.  These years represent some of the best memories for your whole family as well as friends and neighbors at the lake.  Every weekend you pack […]
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Before the Transition: What Every Small Business Owner Needs to Know Before Retirement May 6, 2019 by Sam Rouman, CFP®, CLU, ChFC, AIF®
Before the Transition: What Every Small Business Owner Needs to Know Before Retirement
Congratulations! You have made the decision to sell your business and retire – great! You have built up your business, been successful in creating wealth and are now ready to enjoy the fruits of your labor. Now what? Are you ready? Do you know what ready means? There are several aspects of your decision that […]
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Financial Planning Strategies that Can Help at Tax Time and Beyond April 1, 2019 by Sam Rouman, CFP®, CLU, ChFC, AIF®
Financial Planning Strategies that Can Help at Tax Time and Beyond
Every year at tax time, perhaps even more so this year, each of us is presented with an opportunity to assess our financial plans as we go through the process of completing our taxes. Did you discover anything surprising? How about your withholding? Did you come up short and have to write a check? Or […]
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Saving is Sexy Again: Seeing Your Savings Account in a Different Light in 2019 January 17, 2019 by Sam Rouman, CFP®, CLU, ChFC, AIF®
Saving is Sexy Again: Seeing Your Savings Account in a Different Light in 2019
I’ll save later when I make more money, have less expenses, etc. Savings is so yesterday. The excuses abound. Let’s consider saving in a somewhat different light.
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Passing Down the Family Cabin April 23, 2018 by Sam Rouman, CFP®, CLU, ChFC, AIF®
Passing Down the Family Cabin
The family cabin often holds many memories and nostalgia, especially for multi-generational families, and for some for whom a cabin was the only “vacation” spot they ever knew.
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Was I Really Listening? A Debt Discussion July 13, 2017 by Sam Rouman, CFP®, CLU, ChFC, AIF®
Was I Really Listening? A Debt Discussion
I was having a conversation recently with new clients, let’s call them John and Sally. John shared that he was preparing to receive a lump sum of money from the pending purchase of his employer by another company and the stock he owned was being purchased. (It does not really matter if John was selling […]
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