Rogero Wealth Planning

Client Relationship Summary

Our Clients

We maintain strategic expertise across a broad range of investor profiles

Families

Secure Your Future and protect the ones you love

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Business Owners and Entrepreneurs

Grow and Transition your business

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Retirees

Retire with Financial Confidence and security

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Financial Planning for Business Owners and Professionals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We value long-term relationships that encourage open and honest communication which has been the cornerstone of our success.

Student Loans

Is consolidating my student loans advantageous?
How should I pay off my loans as efficiently as possible?
What is the right loan repayment plan for me?

Job Change

What should I do with my old 401k?
Am I fully utilizing my employer's benefit offerings?

Life Insurance

What are the different types of life insurance? And, which is best for me?
How much life insurance should I own?
How does cash value life insurance work and should I look to implement it in my planning?

Disability Income Protection

How much income will I receive if i'm unable to go to work?
What does my situation look like if something happens to me and i'm unable to work in the same capacity (or at all)?
Do I have enough income protection to pay bills and continue a similar lifestyle for my family and children?

Investments and Wealth Management

Am I saving enough?
Are my investments allocated appropriately?
Am I saving appropriately into the right types of accounts?
How do I optimize my retirement income?

College Planning

What type of college savings account should I consider for my child?
How much should I fund it?

Business Planning

What type of retirement plan should I offer?
What type of supplemental benefits should I offer? What will it cost me?
How do I attract or retain a key person?
How do I plan for retirement and transitioning my business?
Do I need a buy/sell plan?
What happens if I lose a key employee?

Other Concerns

When should I file for social security and what's the right filing strategy for me (and my spouse)?
Are my savings protected from a lawsuit?
What are my options to address long-term care planning?
What does it mean to "Optimize" retirement income planning?

When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Make an Appointment