Jon Rogers www.rogersfinancialgroup.com

Our Family Working With Your Family

 

Rogers Financial Group* is a  family-owned full service, financial services firm focusing on retirement planning.  We are dedicated to providing our clients with high quality, professional advice to enable them to meet their needs and goals.

 

Our company has been helping people achieve their financial objectives for over 40 years.  Along side this experience, we continually seek to be informed and educated on the most up-to-date financial and tax information that may affect our clients.

 

The goal of Rogers Financial Group* is to determine the goals and objectives of each client, to define and implement the most efficient and effective vehicle to accomplish said goals and objectives, and to continually monitor, update, and change as circumstances change for clients.
 

*Securities Offered Through Royal Alliance Associates, Inc.  Member FINRA/SIPC.  Advisory services are offered through Rogers Financial Advisory Group, LLC, a registered investment advisor.  Rogers Financial Group and  Rogers Financial Advisory Group, LLC are not affiliated with Royal Alliance Associates, Inc.


Click here for CLIENT V2020
 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

More Newsletters →