R.W. Rogé & Company

Wishing you and your loved ones a #happy and #safe #holiday, from all of us at R.W. Rogé & Company, Inc. #HappyIndependenceDay #Happy4thOfJuly

An increasing number of individuals and families are in the unique position to not only #retire comfortably, but also have a sizable nest egg left over. This warrants a new discussion shifting the emphasis from #wealthplanning and focusing instead on #legacyplanning for the next, or even multiple #future #generations.

Whether you’re in #retirement or close to it, or many years away, this simple flowchart will guide you through the questions you need to ask to help determine whether you’re on the right track for #volatility or dangerously off course with your #investments.

Wishing you #happiness and #joy this #FathersDay from all of us at R.W. Rogé. #HappyFathersDay

Download our FREE, simple flowchart so you can find out what (if anything) you need to do that may help protect your #investment health.

There is no #magic trick achieving #FinancialFreedom is a process learn more about our unique, time-tested #FinancialPlanning and #WealthManagement process at www.rwroge.com