Welcome to the website of Bill Romeo, CFP® and American Prosperity Group in Matthews, North Carolina.
Our practice is exclusively focused on retirement, legacy, and long-term care planning. Our single purpose is to help people fully prepare for retirement and learn how to stay financially confident throughout their retirement years.
We are passionate about educating you on what we consider one of the best retirement and legacy planning strategies available in the industry today. Then we develop and implement financial plans and programs designed to help you feel more confident about growing your wealth and maintaining your hard-earned savings.