
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 access to CLIENT V2020 http://royalalliance.netxinvestor.com/web/royalalliance/login/
Newsletters
-
Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
-
HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
-
Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
-
Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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.