R. W. Rogé & Company, Inc. is an independent, fee-only financial 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.
Financial Planning is a process that builds a road map that defines the direction in which you want your life to proceed into the future. If you think of your future as a story that is yet to be told, financial planning is then the process by which you will tell that story. Working through a financial plan with our team will help you navigate through your life stages such as employment, marriage, home ownership, parenting, eldercare, divorce, retirement and ultimately death — and all the stops in between.
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.
Understanding your net worth is important for measuring your financial development from one year to the next. With the right planning, your net worth should improve over time.
Although budgeting is a great way to get yourself out of debt, that’s certainly not it’s only use. It can also help you decide on a financial path; offers control over your finances, and can actually reduce stress and promote a happy, healthy relationship with money.
Now more than ever, it’s up to you to achieve your wealth goals. Working with a qualified Certified Financial Planner (CFP®) to discuss the best way to build your nest egg and to learn which investment options make the most sense for you is extremely important.
Successful investment management requires the understanding of your goal(s) for the investment as well as the time horizon, taxability, and your tolerance for risk. It takes wisdom, experience, discipline, and patience to build and manage a portfolio that can achieve your goals.
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.
