As a member of NAPFA, Roger accepts no fees or commissions from any provider of financial products or services. Clients can be assured that his advice is based entirely on their needs. Roger has taught college-level finance courses, financial seminars for individuals, and CFP® education courses. He uses his educational background to communicate complex financial concepts to his clients in an understandable manner. Additionally, Roger provides investment consulting services to retirement plan sponsors, endowments and foundations. Roger believes that the successful management of your financial affairs today is the key to the lifestyle that you and your family will either enjoy or endure tomorrow.
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