Experience

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  Rogers Tax Advisory Group

  • Founder
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  Rogers Tax Advisory Group

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Founder

    • Jan 1989 - Present

  • Retirement Specialist and 401k Expert

    • Jan 1989 - Present

    Our Focus is to help our clients make wiser, more prudent financial decisions. We give you answers to important questions like these:Are you making the best financial decisions possible?Is the financial road you are on taking you where you want to go?Are your financial decisions supporting the rest of your life?Are you reaching your life's fullest potential?Are you working with the right financial professionals?Do you really understand the financial risk you are taking?How do taxes affect the decisions you are making>Start your journey here: http://www.rogerstaxadvisorygroup.com/Retirement Planning, Income Planning, 401k expert, 401k

  • Founder

    • Jun 2015 - Present

    You Have Just One Chance To Get Retirement Right!Let Us Help You INCREASE Your Chance of SUCCESSby DECREASING Your Chance of FAILURE401k MAX program provides you 401k Advice - YES Actual ADVICE!!Advice tailored to your specific company 401k Plan.Up to now you have been forced to choose your own investment options in your 401k plan.If you feel uncomfortable making decisions looking at Pie Charts - you are not alone!Basing a decision on what you "feel" about risk after taking a 10 point questionnaire and using that "feeling" to invest what is most likely your largest nest egg is a scary thought. Unfortunately, the 401k "advisor" assigned to your company's plan is not able to give you actual advice. So you will receive instruction on how to choose the right pie chart for the next 40 years in a 20 minute session before you rush back to work. This is one reason 95% of Americans will not be self sufficient when they reach retirement age. "Do It For You" Personal AdviceOur service provides you personalized advice - giving you the specific fund choices you should be in and when you should be in them. We also use quantitative analysis methods to let you know if you should increase or decrease your exposure to the stock market. You will receive emails - usually quarterly - that will tell you what to buy and what to sell. Or we make the changes for you! Our goal is to have you in the top performing funds and avoid the worst performing funds. And as market conditions change, we use our Fact-Based investing strategies that give downside risk protection to help you capture the gains and limit the loses.Instead of fixing your allocation to a set percentage of exposure to the stock market and hoping it all works out - we will move you away from the market when things start to go bad - and we will move you back in when the markets shows strength again.Our company is a full time Retirement Planning firm and we can also help you with other facets of your financial life.

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  State Farm Insurance

  • Charleston, South Carolina Area

  • Insurance Agent

    • Aug 1988 - Aug 1989
    • Charleston, South Carolina Area

    Found unique solutions for State Farm members for their family peace of mind.

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  South Carolina Federal Savings Bank

  • Charleston, South Carolina Area

  • Investment Advisor

    • Aug 1987 - Aug 1988
    • Charleston, South Carolina Area

    Counseled Bank customers on alternative investments that affected their lifestyle and retirement expectations. Excelled at helping bank customers maximize their returns while managing their risk. Used a holistic approach to financial planning for those who had not been exposed to advanced concepts.

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  JC Bradford & Company

  • Charleston, SC

  • Stockbroker

    • Feb 1983 - Aug 1986
    • Charleston, SC

    Provided advice and education to clients on Stocks, Bonds, Mutual Funds and other investments.

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  Bird & Son

  • Charleston, South Carolina Area

  • Territory Manager

    • Apr 1980 - Apr 1983
    • Charleston, South Carolina Area

    Represented line of Roofing Products to Lumber Yards

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  Charleston Racquet/Nautilus Center

  • Charleston, South Carolina Area

  • Head Tennis and Racquetball Pro

    • Apr 1975 - Oct 1982
    • Charleston, South Carolina Area

    Taught Individual and Group Tennis and Racquetball Lessons.Competed in Professional Racquetball Tournaments. Ranked #13 in the world in Racquetball Open Singles.