Rogers Financial Advisory Group offers financial planning services, including written financial plans and modular financial planning covering investment analysis, income tax analysis, and retirement analysis. The firm also manages variable annuity products. They utilize asset allocation planning software and offer various programs through Osaic Wealth, Inc., including Advisor Managed Portfolios, Model Portfolios Program, and SMA/UMA Program.
Fee Structure
Rogers Financial Advisory Group manages variable annuity products through programs offered by Osaic Wealth, Inc. Fees for these programs are detailed in the program brochures provided to clients. The specific fees depend on the program selected, such as Advisor Managed Portfolios, Model Portfolios Program, or SMA/UMA Program.