Roger Kiger

About Roger Kiger

With over 30 years of investment and business experience, I’ve helped people navigate complex goals and financial challenges. I’m used to developing financial plans and business strategies that address a wide range of issues, from managing complex portfolios to business transitions and estate planning.Over the years, almost every client I’ve helped has faced challenges that go beyond just managing money. Providing guidance and practical solutions in these areas is a key part of what I can help you with as I enjoy integrating business assets into a broader financial plan.Many business owners see their company as their retirement plan. While that makes sense, there are other strategies that can help you maximize your tax savings, retirement planning, and cash flow. Having the right plan in place will help you get the most out of both your business and your long-term financial future. Outstanding Outcomes Include: √ Evaluated business exit strategies to determine the best one for each client. √ Prepositioned existing assets for growth of revenue to gain a higher exit value. √ I\'ve helped several clients exit their business at a higher value than they would have received without my involvement. What Makes Us Different As fiduciaries, we limit the number of clients per advisor. That\'s not enough. As an advisor, I MUST dedicate the time and attention needed to the specific details of each relationship. We believe in giving back to our community, which is why we\'ve trademarked the termCommunity Family Office. These things are instilled deeply in our culture and our entire team.

Experience

1. Business Owner

   Fox Road Marina

   Jan 2002 — Present · Knoxville, TN, US

   Co-owned large marina facility including wet and dry storage, mechanical services, food service, and extensive boat sales in multiple locations. Helped grow revenue by multiple factors over last 20 years and maintained competitive location in prime location.

Education

• Lincoln Memorial University

  Bachelor's, Business Administration and Leadership

Skills

• Fixed Annuities
• Portfolio Management
• Lines of Credit
• Mutual Funds
• Estate Planning
• Financial Planners
• Certified Financial Planner
• Consumer Lending
• Investments
• Investment Advisory
• Asset Managment
• Commercial Lending
• Wealth Management
• Retirement Planning
• Retirement
• Strategic Financial Planning
• Alternative Investments
• Private Equity