What we offer

Rogers Tax Advisory Group specializes in helping near retirees and retirees plan and implement Comprehensive, Customized Strategies that allow them to

You have concluded that if you doubled your money, it would not affect your lifestyle. However, if you lost half of your money, it would affect your lifestyle and jeopardize your legacy plan. You have worked hard, saved well, and value professional advice. You are not a significant risk-taker, but understand that you need to invest to beat inflation. You have better than average financial acumen but are quite modest in your ability to manage your own money. You do not micromanage, but rather delegate, so you can focus your attention on people, family, and hobbies that are vital for you.

Your desire is to protect what you have and make a reasonable rate of return. You don’t want to have to track your money closely or worry about losing it.


What if there were a way to protect your money from market losses and still receive reasonable rates of return - when would you like to know about it?

If you said "NOW" then click below to schedule a 15 phone conversation to see if we have the potential to work together to get the most out of our retirement.