Broker Check

Services

How We Work

We specialize in providing comprehensive, fee-based* wealth management services to corporate executives, professionals, business owners, and other affluent clients. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. We customize each portfolio to help work towards each client’s individual needs.

In managing each client’s various needs, we utilize the following investment vehicles:

Life insurance
Stocks
Bonds
Mutual Funds
Brokered CDs

Managed Futures
Exchange-Traded Funds (ETFs)
REITs
Commodities (Gold and Oil)
Annuities

Full List of Our Services

College Planning

529 Plans
Educational IRAs
UGMAs
Financial Aid Planning
Coverdell ESAs

Learn more

Retirement Planning

Defined-Contribution Plans
Defined-Benefit Plans
Executive Compensation
Annuities
IRA's including ROTH IRA's

Learn more

Investment Planning

Asset Allocation Diversification
Risk Assessment
Tax
Portfolio Strategies

Learn more

Financial Planning

Asset Protection
Long-Term Care
Insurance
Business Succession Planning

Learn more

Estate Planning

Will Planning
Trust Planning
Intergenerational Wealth Transfers
Charitable Giving
Family Limited Partnerships

Learn more
The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn More
Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
Learn More
The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Learn More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Kevin.Rogers@LPL.com |  (303) 393-2406