
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
-
Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
-
A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
-
Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
-
What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
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.