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Life is a journey, not a destination. At each of the stops along your life’s journey, what would have to happen for you to feel satisfied with your progress? This is how you will envision your future and take the first steps toward achieving your goals. We will be with you every step of that journey, eliminating complexities and empowering you to make informed, intelligent decisions toward achieving your financial freedom.
Wealth management should be about you, your vision for your future, and the legacy you want to provide to your family, friends, and your philanthropic endeavors. Using experience, discipline, and patience we will help build a financial roadmap for you and your loved ones to help you achieve the life you want.
When you’re not worried about money and what your future might hold, you can relax and enjoy life. We provide you and your family with valuable assistance and peace of mind during the challenges life throws your way. We plan for the predictable, but also prepare you for life’s unpredictable moments.
For over 31 years we have been a fee-only, fiduciary advisor, which means we always have and always will act in the best interest of our clients, all of the time. We have no financial relationship with anyone except our clients.
We are proud to commit ourselves to the five fiduciary principles.
When it comes to #SocialSecurity, there’s an elephant in the room… When, where, and how should you file for Social Security so you can balance your #benefits, #tax exposure, and #retirement lifestyle. https://financeinsights.net/DrW4Czvjuq7vLsN8kvtZVEGg
As Covid-19 has placed us in very unique circumstances, R.W. Rogé & Company, Inc. is doing our part to ensure the health and safety of our clients, employees and vendors. To help prevent the spread of Covid-19, the Rogé team has been working remotely, and will remain ready and accessible to everyone. In addition, we have canceled all in-person meetings and have transitioned to conference calls and virtual meetings during this critical time.
We have had the capacity to work remotely without interruption of service for more than a decade now, and our team is well-prepared to handle such situations as we find ourselves in today.
These precautionary steps allow us to continue to provide exceptional service to our family of clients while also practicing CDC recommendations on social distancing to help reduce transmission of the virus.
To get in touch with us, kindly call our office at 631.218.0077 and leave a voicemail. Someone from our team will get back to you as soon as possible. Alternatively, you can contact us via e-mail at info@rwroge.com.
We’re looking forward to bright and healthy days ahead.
