03/24/2026
Big conversations at our Wednesday 7AM BNI meeting last week 💼☕
Paul Romano of Skyeburst Wealth Management delivered a standout feature presentation that made financial planning feel a whole lot less intimidating (yes… even taxes 😅).
From planning for your first home 🏡
➡️ to checking if you’re on track for retirement
➡️ to creating income in retirement and navigating RMDs
Paul walked us through how your financial strategy should evolve at every stage of life—and why having the right advisor in your corner matters.
One of the biggest takeaways?
👉 It’s not just about growing wealth… it’s about controlling taxes and having a plan.
If you (or someone you know) is:
✔️ Wondering if they’re on track for retirement
✔️ Looking to make smarter investment decisions
✔️ Planning for major life events
Paul is a great resource.
📧 paul.a.romano@ampf.com
📞 617-600-3652
And if you want to be in a room where relationships drive real business, come check out BNI. Givers Gain in action.