R. W. Rogé & Company, Inc. is an independent, fee-only retirement planning firm serving clients locally and virtually across the country, with Long Island, New York and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary, since 1986.
Having a clear vision of your retirement and setting up a comprehensive retirement planning strategy should be your top priority. Working with one of our Certified Financial Planner® (CFP®) professionals will allow you to determine the best way to build your nest egg and to learn which investment options make the most sense for you and your retirement goals.
We are a “fee-only” advisory firm, and we pride ourselves on offering complete transparency in all that we do – including fees. There is a one-time, up-front charge of $3,800 for the creation of your comprehensive financial plan. Our ongoing asset management fee, which also includes any plan updates, is between 0.50% – 1% and is based on a set fee schedule.
A genuine relationship with a “fee-only” financial advisory team who works in your best interest as a fiduciary.
The advice, expertise, and experience of an entire team of professional, Certified Financial Planners (CFP®), providing you with the confidence you need to Plan, Achieve, and Live® the life you want.
A comprehensive financial plan and retirement planning strategy tailored to your unique needs.
Financial security and clarity in communicating your goals.
To eliminate complexities and provide clarity that will empower you to make informed, intelligent decisions about your money.
Support for your heirs, next generation of investors, and philanthropic legacy.
Financial planning is not just about the numbers. Our Plan, Achieve, Live® process is a proven, time-tested, proprietary methodology that can not only help you achieve your goals, but can also provide you and your family with valuable assistance and peace of mind during the challenges life throws your way.
Here’s what you can expect with our detailed, Plan, Achieve, Live® process:
For over three decades 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.
