www.carlrogers.com

Business and Personal Financial Services

Rogers and Associates is an asset protection firm focused on estate, business succession and retirement planning strategies. We assist clients in developing personally tailored plans that offer protection, preservation and growth of our client's assets.

Together, we analyze, design and implement programs that address unique client needs or challenges. By applying well structured plan design, including tax law changes, quality insurance and investment services, we can customize the right plan for your business and family.

There are no secrets to success. It is a result of preparation, hard work, and experience.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

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