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Will Rogers

An Ameriprise Platinum Financial Services® Practice
CFP®, ChFC®, SENIOR FINANCIAL ADVISOR
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(706) 312-2000
Evans, GA 30809

Contact Information


(706) 312-2000
601 N Belair Sq
Ste 29
Evans, GA 30809
www.ameripriseadvisors.com/will.j.rogers

My Philosophy

I've been helping people reach their goals for 16 years.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.


Interests

  • I spend summers with family at our cabin in Wisconsin.
  • I enjoy kayaking and "flying a hull" on Hobie Cat sailboats.
  • I take regular trips with my family to Montana and Alaska

Community Participation

I have been working to feed the hungry in our area for over 10 years - and enjoy being an Executive Board Member of Golden Harvest Food Bank. With rising fuel and food prices the need that I see is even more stark, and I enjoy making a significant difference for people in real need of help.


Feed The Hungry

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Member, Financial Planning Association
  • DALBAR Rated Financial Professional
  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Arts Degree

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • General Financial Planning

License Information

I am licensed and registered to conduct business in GA.

Based on licenses and registrations I hold, I may also conduct certain business in MS, AK, CA, CO, FL, ID, KY, LA, MA, MD, MN, MO, MT, NC, NV, SC, WI

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.