Rogers Tax Advisory Group

Diversifying your financial portfolio is one of the most strategic moves you can make. When it comes to planning your retirement, you want to ensure that you have all the options to set you up for success. There are endless benefits to diversifying your portfolio, but the main objective is to reduce risk and increase returns! Do you want to learn about new ways to diversify your finances? Give me a call today to set up your first appointment!

Many people contemplate their legacy, and wonder what it will be. Your legacy is an important part of your family’s history and shouldn't be underestimated. Throughout my career, I have helped hundreds of people create their legacy plan. Creating a strategy for your legacy is vital when preparing for your financial future. Call me today with any questions and we’ll create a personalized legacy plan for you

Retirement has changed a lot over the past century. Some of those changes are good, and some aren’t. But one thing is for certain, retirement has not gotten any simpler! Give me a call today to help navigate the modern complexities of retirement so that you can focus on what’s important

Fostering relationships with my clients is one of the reasons I got into this industry. I love working with people and not only helping them plan for their financial future, but providing knowledge. My goal is, and has always been to educate and help you, the client. I have dedicated my life to helping people and giving them financial freedom. Through education we can achieve so much. Call me today for your free consultation.

You want to get the most out of your investments, retirement, and why not life! By focusing on longevity, we can hone in on the environmental influences that allow us to live a long, prosperous life. Some factors that may affect longevity are: exercise, stress management, sleep, diet, lifestyle and genetics. By emphasizing just a few of these factors, we have the ability to add years onto our life.

As a financial planner, my goal is to create a retirement plan for my clients that fosters peace of mind. I want my clients to retire stress free and fruitful; my job is to handle the planning and navigation that comes with the retirement territory. Allow me to take on that stress for you, so that you can reap all the benefits of your long awaited retirement.

Do you ever think about the ‘what if’s’ when it comes to you and those you love? Many people think they are immune to a life threatening and bank draining illness or injury. But did you know that over 54 million Americans over 65 will need some form of long-term care in their lives? Being prepared — as the boy scouts say — is the greatest gift of all. Don’t become another statistic and fall behind. Call me to explore your options for long-term care.

Trying to beat the summer heat? Looking for ways to keep you or grandkids occupied? Well look no further! Throughout my career, I’ve prioritized spending time with family and want the same for all my clients. Here are some suggested activities to do over summer break with your kids, grandkids, or even for a solo adventure day

-Host a family game night! Everyone loves monopoly, especially when the competitive sides emerge
-Be a tourist in your own city; ride the train or ferry, tour a museum, or visit a nearby water park
-Explore luscious foliage and plants from across the world at your city’s Botanical Gardens

I hope you have an amazing and memorable summer. Don’t forget to stay hydrated and reapply the SPF!

While your laundry list of responsibilities may feel never-ending, there is one that oftentimes gets overlooked; your Financial Plan. I know how much my clients have on their plates. Between family responsibilities, work, housing, school, taxes, bills, healthcare — it can feel never ending! Allow me to take some of that stress away. Let's talk about your finances today and put that stress to rest forever.

Planning for your finances in the future can be daunting. Whether in the near future or 15 years down the line, there’s extraneous prepping and preparation before a decision is made. Similarly to gardening, planning for your future doesn’t have to be overwhelming. It starts with planting a few seeds, and you may see some blooms in a few months or maybe in the next season. Coming up with a game plan for your future can save you time, energy, and especially money! You want to be as prepared as possible- don’t wait for another season to pass! Do you have any hesitations about planning for your financial future? Give me a call to ease your anxieties about planning!