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.


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Calculators

College Funding

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

Cost of Retirement

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

Estate Taxes

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

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Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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