Retirement Planning

One of the major services that Kelly Rogers offers is retirement planning. As a financial adviser, Kelly has the knowledge of budgeting, forecasting, taxation, asset allocation, and financial tools and products to establish realistic goals and the strategy by which to reach them. In the United States, this includes the use of investment tools like Individual Retirement Accounts/Roth IRAs, mutual funds,stocks, bonds and CDs.

Kelly Gordon Rogers determines what percentage of the available income is necessary—taking into account tax liabilities, expected inflation, and projected return on investment—to meet a minimum balance by the client’s target age of retirement. As financial adviser, Kelly’s greatest contribution is asset allocation: determining how to maximize the return on investment while satisfying the client’s risk tolerance. Contact Kelly today and learn how to save your money today for a better and safer tomorrow.


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