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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Jerry J. Rogers - Advising with PASSION for over 30 years

Your Education Starts Here

Our intent is to arm you against ignorance. Yes, knowledge is power - so let's get you some! You will be given the information you need to make great financial decisions - all right here in one place. We specialize in helping you decide how to handle your 401k, IRA, investments and life insurance.

Our goal is to allow you to experience what our clients experience:          Retirement Peace of Mind!

Retirement Planning

We create strategies tailored to your goals

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With an independent point of view - we find the best fit for your situation

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Tax Preparation and Advice

Helping you keep more and pay less tax!

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