Our Best-in-Class, Extensive Services

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Pre-Retirement Planning Planning for retirement goes well beyond thinking how you'll spend your time once you've finished your career. It's important to know if you will be active or take more time for yourself. This will impact how much you need to save – and how you can spend what you save.

Our team will work with you and your family to figure out how you will pay for your lifestyle in retirement. We'll seek to address everything from the risks you face (like medical bills and inflation) to smart planning moves (like monitoring your portfolio and setting an appropriate asset allocation).

We also specialize in working with retirees from Bell Helicopter, Lockheed Martin, and AT&T.

Post-Retirement Planning ♦ Retirement is an exciting stage of life, yet retirement as we've known it has changed somewhat. You'll probably be more active, live, and work longer, and need to rely more on what you've saved for income than previous generations.

While most people understand the importance of saving money for retirement, the concept of retirement income generation is less familiar. Your retirement income plan involves transitioning from saving for retirement to using your hard-earned savings to generate some – or all – of your income. We'll make you aware of the challenges you should consider, we'll help you figure out how much you'll be spending in retirement, and we'll make sure you know where your income is coming from.

Insurance ♦ Although insurance can be, by nature, an uncomfortable thought, it plays an integral role in a well-rounded financial strategy.

Learning about insurance can help you answer the two most common questions of “how much” and “what kind” when choosing your insurance coverage. Working with our team to review your insurance regularly can help ensure your insurance keeps up with your life.

Tax Planning ♦ With tax planning throughout the year, you can help take the stress out of tax day and feel more confident moving forward. Thinking about tax strategies before December 31 may allow you to take steps to help reduce the amount you send to the IRS next year.

Your tax strategy should be a group effort: we can work with you, your CPA, and other advisors to develop a plan that works for your situation.

Estate Planning ♦ Everyone needs an estate plan – not just the wealthy. Your situation's complexity will determine which documents your plan requires. Rogers Capital Management can work with you to make sure all facets of your plan are aligned. Additionally, have you heard of "control from the grave"? Yes – it's possible. We've helped to craft varying strategies over the years to protect our clients and their heirs from creditors, predators, in-laws, and outlaws.

For many people, estate planning is actually fairly simple – with professional help, of course. However, depending on your situation, it may be rather complex.

Your estate plan should be designed to help provide protection during your lifetime, not just at death. As you age, it becomes increasingly important to include robust “lifetime planning” provisions in durable powers of attorney, health care directives, and living trusts.