Kristin Rogers (CFP®)
Kristin Rogers focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Entrepreneurs
- Hourly
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- College/Education Planning
- Entrepreneurs
- Hourly
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Financial Advocate For You assists people in the following areas:
- Planning for retirement
- Saving for college/financial aid
- Investment allocation (retirement and non-retirement)
- Self-employment and small business financial decisions
- Risk management & Insurance Analysis
- Creating a spending plan
Additional Information
Kristin Rogers has worked in the financial services industry for over 25 years. As a member of Garrett Planning Network, she employs a Fee-Only business model that puts her clients' best interest first. She provides financial and investment consultation advice for her clients on an as-needed basis and, for those who prefer monitoring of their investments, Kristin is able to provide investment supervisory services.
For more information, please visit:
NAPFA Start Date
April 01, 2016