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Rogers Wealth Group Investment Management Process

http://www.rogerswealth.co/investment_management_process.aspx

How We Do It. How We Do It. Our collaborative Wealth Management approach involves combining our 2 processes that have helped us earn the coveted Five Star Wealth Manager Award for the 3rd straight year: we combine the consultative Wealth Management Process. With our Investment Management Process. This is an ongoing evaluation of your current situation. We reassess where you are now and where you want to go, and we consider any actions or changes that may be necessary to maximize the probability of ac...

rogerswealth.co

Rogers Wealth Group Investment Management

http://www.rogerswealth.co/wealth_management_process.aspx

How We Do It. How We Do It. Our Wealth Management Process was developed as a culmination of what we considered best-practices in wealth management. Only if our values are aligned and we can make a significant impact will we establish a relationship. We believe the simple, yet elegant approach has transformed our client experience into something they want to share with others (see 5-Star). We build our Wealth Management Process with you in mind! Interactive calculations, dynamic graphs and fully customiza...

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Rogers Wealth Group Investment Philosophy

http://www.rogerswealth.co/philosophy.aspx

How We Do It. A better way to invest. There’s a new model of investing. We’ve just been doing it since 1995. Our Retirement Plan Services Group strives to offer you the best value for your money. I Who We Are. I What We Do. I How We Do It. By i5 web works. How We Do It.

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Fee Only Investment Advisor | Wealth Management Services | Qualified Retirement Plans | Institutional Investing

http://www.rogerswealth.co/default.aspx

How We Do It. We can bring resources and time to ensure. That each client makes smart decisions. We serve as investment manager. For a select group of individuals and families. Rogers Wealth Group has been recognized. For outstanding lifetime achievements. Our Retirement Plan Services Group strives to offer you the best value for your money. Our fee-only RIA was established in late 1994 with Dale C. Rogers. Today, Craig C. Rogers. Rogers Wealth Group only conducts business in states where it is properly ...

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Rogers Wealth Group Site Map

http://www.rogerswealth.co/site-map.aspx

How We Do It. How We Do It. Rogers Wealth Group only conducts business in states where it is properly registered, or excluded or exempted from registration requirements. Nothing on our web site should be construed as advice. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. I Who We Are. I What We Do.

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Rogers Wealth Group Investment Management

http://www.rogerswealth.co/why_select_us.aspx

How We Do It. Finally, how do we know the investment experience is the experience you’ve always wanted? Because we take the time to ask you what you want and build the plan around your answers! Please see our four-time winner of the Five Star Wealth Manager Award. Colorado River Potash Rd. Moab, UT. A side road from Moab to a potassium phosphate mine. Lined with arches, petroglyphs, dinosaur tracks and the obvious geology shown in this picture. Photo by Charley A. I Who We Are. I What We Do. How We Do It.

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Dallas Fee Only Collaborative Wealth Management | Investment Management Services Fort Worth

http://www.rogerswealth.co/how-we-do-it.aspx

How We Do It. How We Do It. How We Do It. Our collaborative Wealth Management approach involves combining the two processes that have helped us earn the coveted Five Star Wealth Manager Award for the third straight year. We combine the consultative Wealth Management Process. With our Investment Management Process. St Lucia Cathedral Savoca, Sicily. The church used in the filming of The Godfather I. Photo by Charley A. Interactive calculations, dynamic graphs and fully customizable reports are just a few ...

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Rogers Wealth Group Mission Statement | Rogers Wealth Group Participant Commitment

http://www.rogerswealth.co/mission-statement.aspx

How We Do It. Strives to achieve results that exceed our clients’ expectations. Through our commitment to OUR CLIENTS. Add maximum value to their businesses and personal financial goals;. Be efficient, accurate and responsive in our service, and. Be skilled in handling the complex matters of our industries. Through our commitment to OUR PARTICIPANTS. Perform professional services with honesty, integrity and care;. Be responsive to their needs, and. Through our commitment to OURSELVES. Photo by Charley A.

blog.rogerswealthgroup.com

#2 Lay the foundation: Decide the expenditures you’re willing to eliminate in order to reach your retirement goals.

http://blog.rogerswealthgroup.com/decide-what-youre-willing-to-eliminate-in-order-to-get-what-you-want

Rogers Wealth Group Blog. 2 Lay the foundation: Decide the expenditures you’re willing to eliminate in order to reach your retirement goals. Reschedule your life to start doing the things that build your future. Stop making excuses and start making it happen. Yes, this is a lot easier said than done. It’s a huge mental transaction to move from chasing dreams to learning to make decisions based on facts. Going from a Saver to an Investor. The First Time Investor. Ed, pp. 13). McGraw-Hill. October 10, 2016.