Not all retirements are created equal!
At Rodgers & Associates, we're not just retirement planners—we're your partners, with over 25 years of experience guiding successful high-net-worth individuals like you.
This stage of life requires thoughtful planning and attention to details. Most advisors will only provide "Ongoing Investment Planning."
But have you considered:
- Approaches to Retirement Savings (IRA/Roth/401k/Trusts, etc)?
- What state is best for retirement?
- Managing Cash Flow?
- Medicare choices and premiums?
- Income tax strategies in retirement?
- Life Insurance needs and ownership?
- Estate Planning to ensure family goals are met?
- Planning for pet care after you are gone?
...AND SO MUCH MORE!
Set up this risk-free consultation to ensure that your future stays bright!