Will Rogers, CFP^®

ChFC^® APMA BFA

Financial Advisor

Ameriprise Financial Inc.

601 North Belair Square, Ste 29, Suite 29
Evans, GA 30809

FINANCIAL ADVISOR'S WEBSITE

www.WRogers.info

(706) 222-7711 CONNECT WITH Will

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Our goal is to provide you with personalized financial planning over time that starts with you, not the numbers. We can work with you on a Fixed (engagement) fee arrangement, assets under management or a combination of both.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Will Rogers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Inc. in Evans, GA and the surrounding communities.

Financial Advisor Overview

Can you answer these questions? If not, we may be a good resource for you. • Do you know the most tax-considerate distribution plan for your wealth in retirement? • What impact will required minimum distributions have on your Medicare premiums? • Will your beneficiaries be helped – or hurt – based on your current wealth-distribution plans? • What strategies have you implemented to reduce the impact of potential changes to current tax laws on Dec. 31, 2025? • Do you want an advisor who knows you and the markets?

Financial Advisor Experience

I’ve experienced every recession and economic crisis since the 1990s, all the while helping our clients live more confidently. As we get to know you, we apply our Confident Retirement® approach to address four key areas to help you enjoy a more confident life – in Augusta or across the country. This deep knowledge of our clients, and our unconditionally guaranteed fees, set us apart from typical advisors. My team and I help people concerned about creating reliable retirement income, tax-planning strategies and providing for the next generation. The Profile, Insights and How to Get Started tabs on www.WRogers.info can show you who we are and how we help. I enjoy solving puzzles. When it comes to my clients, these “puzzles” include investments, tax planning strategies and occasionally family dynamics. We start by listening to understand you and your core values to determine the best way to align your finances to the things most important in your life. Like the border of a jigsaw puzzle, your values provide the framework that allows the rest of the pieces to fall into place. Once your goals and needs are clearly defined, my team and I help you solve the puzzle at your own pace and in ways that best suit your lifestyle – either in person, in virtual meetings, or through our Ameriprise app. When you’re free from financial worry – and there are no puzzles left to solve – then you can truly go where you want to go. Contact me today for advice worth talking about.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - Behavioral Financial Advisor (BFA), Accredited Portfolio Management Advisor (APMA)

Insurance Licenses

Life insurance: GA,SC
Health/disability insurance: GA,SC
Fixed annuities: GA,SC
Variable annuities: GA, SC

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

An Ameriprise Financial Franchise Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Business Taxes, Career Change, Investment Management, Estate Planning, Government & Military, Getting Divorced, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances