575 Broadhollow Road,
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Hi, I’m Gregory Page-Romer, BFA™ and I’m the founder of Open Vistas Financial Solutions. My professional life's work is to empower people around their finances; to help them build wealth, create security and enable their dreams. Let this website become a resource for you; it's filled with free information and invaluable free tools. If at any point you would like my personal support around your financial goals or challenges, please book a free consultation with me. I’m so glad you’re on my site and I look forward to being of assistance.
I'm excited to offer you a wonderful tool that's built to empower you around your financial life. MyBlocks™ will guide you step-by-step through every area of your finances. When you’re finished, you'll have created a rich and well thought-out strategy to help you achieve your most important life-goals.
And it's 100% free!
To access this tool, you'll need to create an account below:
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of my foundation of success.
A money management approach involves creating budgets to understand and make decisions about where your money is going. We’ll analyze your cash flow situation to calculate if you’re on track for achieving your goals, planning for retirement and having peace of mind around your finances.
Through my comprehensive approach, I'll develop customized retirement strategies that address your individual/family dreams, needs and goals.
Smart investing doesn’t have to be complicated investing. Understanding optimized investment strategies may help you avoid common pitfalls.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
No one likes being unprepared. An effective estate plan can ensure your loved ones are taken care of, even after you’re gone.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Managing your money involves more than simply making and following a budget. It's essential to understand and manage the impact of taxes on your financial life.
Be assured that I welcome everyone to my practice--and if I'm not the right person for you, I'll help you find the person who is. In each of the following areas of specialization, my personal life experience helps me offer an extra layer of expertise and understanding.
As a senior, you are faced with a number of choices. I can assist with the financial issues, challenges and opportunities confronting seniors. I can also find the right Medicare plan for you based upon your needs and budget.
LGBTQ+ people experience unique financial challenges and opportunities. As a board member in the LGBTQ+ community and a married gay dad, I have a passionate interest in helping LGBTQ+ people achieve financial success.
As a parent of a daughter with a disability, this area is very close to my heart. I’m passionate about helping families plan for the present and future needs of family members with disabilities. I’m here to help!
Through a four-step process, we consider your needs and goals as well as a variety of financial information to create a customized wealth management strategy. This process is ongoing, we're always there to guide and make necessary changes to your strategy as years go by.
First, we'll simply get to know you, your financial situation and your needs. As a Behavioral Financial Advisor, we align your values, goals and behaviors. You can be assured with our solid experience, knowledge and dedication that we will understand your personal and business goals and translate them into customized solutions.
Our professionals will take your input and conduct a thorough analysis of your current financial situation. To truly offer you a comprehensive service, we leverage professionals who specialize in the areas of law, accounting, business valuation, and organizational development. This allows us to find answers that are both effective and meaningful to you.
We understand that each person and each business is unique and therefore faces distinct challenges. Your customized financial strategy will address the challenges that are most important to the success of your financial future. We can't predict the future, but we can prepare you for it.
Our relationship doesn't end with the implementation of your financial strategy. We will meet with you on a regular basis to monitor your evolving needs and goals in light of changes in the investment markets, tax laws, etc., and will recommend changes as appropriate. We pride ourselves on this commitment and look forward to strengthening our relationship with you over time.
"Opportunity is missed by most people because it is dressed in overalls and looks like work."
— Thomas Edison
"The real measure of your wealth is how much you’d be worth if you lost all your money."
"I’m a great believer in luck, and I find the harder I work the more I have of it."
— Thomas Jefferson
"The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind."
— T. T. Munger
"Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it."
— Albert Einstein
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
Click on the button below...You can actually speak your questions to me and I will get back to you with an answer. I look forward to answering as many of your questions I can. Don't be shy - if it matters to you, I would like to help.
In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.