Personal and Business Financial Planning
I have had the opportunity to work with high net worth individuals and business owners since 1982. Most of these relationships focused on issues addressing wealth accumulation, retirement planning, business succession planning, estate planning and executive compensation planning. It's also been a pleasure to assist many young families in their journey toward financial independence, whatever that means to them individually. We assist clients in developing personally tailored plans that offer protection, preservation and growth of their assets.
There are no secrets to success. Success is a result of preparation, hard work and experience.
Keywords: Financial Planning, Retirement Planning, Business Transition Planning, Executive Compensation Planning, Estate Planning, Insurance, Investments,
Contact Rogers & Associates:
