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

My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$400,000

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

A few of my brilliant moments have been captured on T.V., in USA Today, the Wall Street Journal or the Augusta Chronicle. There are links to some stories on my web site, but the real story is how I can help you.

I predominantly work with Executives, Engineers, Educators and Health Care Providers, looking for financial opportunities and risks while providing timely recommendations to help my clients achieve their goals.

I believe that with plans in place, my clients may have more time to enjoy with their families, friends, hobbies or careers.

With the right advice your next move can be brilliant.

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

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