How does the advisor help clients – Key Takeaways:
ROGERS TAX ADVISORY GROUP LLC (RTAG) provides expert financial guidance and consulting services to clients in a variety of industries. The team at RTAG utilizes their extensive knowledge and experience to help clients achieve their financial goals and navigate complex financial situations.
Facts and Insights
Here are some key facts and insights about RTAG:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
RTAG offers a comprehensive range of financial services to meet the diverse needs of their clients. These include tax planning and preparation, retirement planning, investment management, estate planning, and business consulting.
Client Types
RTAG works with a wide range of clients, from individuals and families to small businesses and corporations. They have the expertise to assist clients in various stages of life and financial situations, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation
RTAG operates on a fee-based compensation model, meaning they charge a percentage of the assets they manage for clients. This incentivizes the team at RTAG to continually strive for optimal results for their clients, as their compensation is tied to the success of their clients’ investments.
Background
RTAG was founded by John Rogers, an experienced financial advisor with over 20 years of experience in the industry. He saw a need for a comprehensive and personalized approach to financial advising, and thus, RTAG was born. The firm now has a team of highly qualified advisors who work together to provide top-notch financial services to their clients.
Financial Advisor Disclosures to Know
RTAG and their team of advisors follow strict ethical guidelines and are registered with the Securities and Exchange Commission (SEC). They are also required to disclose any potential conflicts of interest or legal actions taken against them. Clients can trust that their advisors at RTAG have their best interests in mind at all times.