Personalized, comprehensive financial planning that helps clients build wealth, minimize taxes, and prepare for their financial future with confidence.
Rogers Capital Management offers personalized, comprehensive financial planning that helps clients build wealth, minimize taxes, and prepare for their financial future with confidence. The firm provides a disciplined, needs-based process focusing on the planning necessary for the accumulation, preservation, and transfer of wealth.
Services include traditional and advisory portfolio management, asset management accounts, life, LTC, disability insurance, annuities, wealth management, and financial education.
Independent practice
CFP® professionals
Comprehensive financial planning
Holistic approach to wealth management
Services
Retirement Planning
Strategies for every phase of retirement, helping clients prepare for their most important financial milestone.
Personalized education sessions to expand financial literacy.
One-on-one sessionsWorkshopsResource library
Credentials & Certifications
CFP® Certification
Since 1998
Frequently Asked Questions
What is the difference between a fiduciary and a CFP® professional? +
A fiduciary is legally obligated to act in the client's best interest, while a CFP® professional is a certified financial planner who adheres to a rigorous fiduciary standard, covering all financial advice—not just investments. CFP® professionals must complete extensive coursework, pass a comprehensive exam, and maintain ongoing education.
Why is independence important for a financial practice? +
Independence allows the firm to focus solely on the client's needs without conflicts of interest from commissions or product mandates. Rogers Capital Management, as an independent practice, provides a needs-based process that prioritizes the client's best interest.
How does Rogers Capital Management handle tax planning? +
The firm offers tax planning strategies to minimize tax liability and maximize after-tax returns. This includes tax strategy development, compliance, and tax-efficient investment planning tailored to each client's situation.
What types of insurance do you offer? +
Rogers Capital Management provides life, long-term care, disability, and annuity solutions to protect clients' wealth and ensure financial security.
Can you help with estate planning for small business owners? +
Yes, the firm offers tailored estate strategies for small business owners, addressing unique challenges such as business succession, asset protection, and wealth transfer planning.
What is the process for retirement planning? +
The retirement planning process includes assessment of current financial situation, goal setting, personalized plan development, implementation, and ongoing review to ensure alignment with changing circumstances.
