As a Financial Advisor and CERTIFIED FINANCIAL PLANNER®, Britany Rogers specializes in developing detailed action plans for people who are close to retirement, currently building towards retirement, or already living in their post-career life. Utilizing the latest financial technologies and her extensive experience, Brittany builds and implements customized financial strategies that minimize taxation and help clients reach their retirement lifestyle goals. Her expertise encompasses comprehensive planning around income taxation, insurance, investments, retirement planning, and estate planning.
Brittany also assists those who have received windfall inheritances, guiding them in managing, investing, and preserving their newfound wealth to align with their long-term financial objectives. She is adept at developing and executing protections for estates, planning for taxable events, and ensuring that actions are in line with her clients’ legacy desires.
Leveraging her personal and professional experiences, Brittany addresses a range of client needs. Having run several small businesses, she has the insight to advise on small to medium business 401(k)s and other employee retirement plans. As the spouse of a disabled military veteran, she has firsthand knowledge of VA disability and military retirement benefits, with ideas on maximizing their impact on your portfolio. Additionally, Brittany is passionate about assisting people navigating the difficulties of divorce, offering sound advice, detailed preparation, and financial education to reduce uncertainties and instill confidence.
Brittany is a mother of three and enjoys working out, hiking, traveling with her husband, and playing board games with her family and friends. Guided by her Christian faith, Brittany is also an avid supporter of organizations that fight or support the victims of sex trafficking both in the United States and abroad.