As a Financial Advisor, Britany Rogers specializes in developing detailed action plans for people who are close to retirement or already living in their post-career life. Utilizing the latest financial technologies and her financial planning experience, Brittany builds and implements customized financial strategies that minimize taxation, and aids in her clients reaching their retirement lifestyle goals. She can also help you develop and execute protections for your estate, plan for taxable events and carry out actions that align with your legacy desires.
Brittany also leverages her personal and professional experiences to serve the various needs of her clients. Having ran several small businesses, Brittany has insight to advise and develop plans for small to medium business 401k’s as well as other employee retirement plan options. As the spouse of a disabled military veteran, Brittany has firsthand knowledge of VA disability and military retirement benefits as well as ideas on how to maximize their impact to your portfolio. Finally, Brittany is passionate about assisting people navigating the difficulties of divorce. Having experienced divorce in her past, Brittany understands how sound advice, detailed preparation and financial education can reduce uncertainties that accompany these circumstances while instilling the confidence you need to move forward in life.
Brittany is a mother of 3 and enjoys working out, hiking, traveling with her husband and playing board games with her family and friends. She is guided by her Christian faith and is an avid supporter of organizations that fight or support the victims of sex trafficking both in the United States and abroad.