Jerry Rogers
Retirement Specialist and 401k Expert Helping Families Retire In Style
- Role
- Founder at Rogers Tax Advisory Group
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Jerry Rogers
WHAT I DO: For more than 33 years I’ve helped thousands of individuals create retirement success plans that allow them to feel confident that they won’t run out of money before they run out of life. HOW I DO IT: In as little as 20 minutes on the phone I can help you discover if I can help you improve your finances and retirement planning. I will be upfront with you – if I cannot help you, I will let you know. If I feel that I can help you - I then work based both on your personal preference and desires AND your financial realities to create a customized plan for you to achieve your retirement dreams. WHY IT WORKS: Each year I spend thousands of dollars on research and travelling to educational conferences. This allows me to keep up with what is working and what is not working for investors and retirees all across the country. BUT, more importantly, I spend countless hours meeting with my clients and learning what works best for THEM. WHO I WORK WITH: My typical client is a married couple in their late 50\'s to mid-60\'s. Regardless of age, they are always \"young at heart” and live active lifestyles. They are passionate about travel, helping others, and making their community better. They have worked hard, saved well, and value professional advice. They are not major risk-takers, but understand they need more than just guaranteed income. Their primary financial motivation is to ensure what they worked hard for is managed with care and that they will always be financially secure to live their life without concern. MY AREAS OF EXPERTISE: Principal Protection Strategies, Retirement Planning, Financial Planning, Investment Services, Income Tax Savings, Estate Planning, Succession Planning, 401k, IRAs, IRA ROLLOVERS, Income Strategies, Safe Money Strategies, Fixed Indexed Annuities, etc. NEXT STEPS: You can reach me at: g••••@advisingseniors.com or visit http://RogersTaxAdvisoryGroup.com
Experience
Founder
Jan 1989 — Present · Charleston, SC, US
Education
Charleston Southern University
B.S.
1982 — 1984
North Charleston High School
Diploma
1969 — 1973
College of Charleston
Bachelor of Science (B.S.)
1974 — 1981
Clemson University
None
1973 — 1974
Skills
- Cash Flow
- 401k Corporate Plan Management
- Fixed Annuities
- Life Insurance
- Finance
- Retirement Plan Consulting
- Investment Strategies
- 401k Alternatives
- Customer Service
- Financial Planning
- Management
- Health Insurance
- Retirement
- Annuities
- Roth Ira
- Wealth Management Services
- Social Security
- Insurance Planning
- Financial Analysis
- Financial Coaching
- Investment Advisory
- Ira Rollovers
- 401k Rollovers
- Retirement Plan Distribution
- Workplace Education
- Financial Advisory
- Retirement Planning
- Whole Life
- Investments
- Income Planning
- Financial Planners
- Wealth Transfer
- 401k
- Financial Markets
- Wealth
- Public Speaking
- Wealth Management
- Wealth Preservation
- Personal Finance
- Guaranteed Income
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.