Broker Check

"Wealth is the ability to fully experience life." 
— Thoreau

Build and Secure Your Future

Build and Secure Your Future

Hi, I’m Gregory Page-Romer, BFA™, RSSA® 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.

MyBlocks™: A Free Personalized Tool for Your Financial Empowerment

MyBlocks™: A Free Personalized Tool for Your Financial Empowerment

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:

Services

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.

Money Management

Money Management

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.

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Retirement

Retirement

Through my comprehensive approach, I'll develop customized retirement strategies that address your individual/family dreams, needs and goals. I'm a Registered Social Security Analyst and a Medicare insurance agent.

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Investments

Investments

Smart investing doesn’t have to be complicated investing. Understanding optimized investment strategies may help you avoid common pitfalls.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Estate

Estate

No one likes being unprepared. An effective estate plan can ensure your loved ones are taken care of, even after you’re gone.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Tax

Tax

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.

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Specializations

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. 

<strong>Seniors /<br/>Medicare</strong>

Seniors /
Medicare

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.

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<strong>LGBTQ+<br/><br/></strong>

LGBTQ+

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.

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<strong>Loved Ones<br/>with Disabilities</strong><br/>

Loved Ones
with Disabilities

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!

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Our Four-Step Process

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.

Consultation<br/>

Consultation

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.

Analysis<br/>

Analysis

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.

Solutions<br/>

Solutions

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.

Monitor&#160;&#38; Review

Monitor & Review

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.

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Do You Have Any Questions for Me?

Do You Have Any Questions for Me?

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.

Or Feel Free to Write Your Question

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Learn How to Stay Calm Amidst Market Volatility

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.



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