Our fee-only RIA was established in late 1994 by Dale C. Rogers, then the only Investment Advisor Representative (IAR) and now chairman and CEO, and has grown to six IARs today! Rogers is currently president and COO of the group, which now provides collaborative Wealth Management services for affluent clients and complete investment services for retirement plans (both qualified and non-qualified),
trusts, endowments and institutions. Located in Fort Worth, Texas, with clients from Alaska to New Jersey, we would love to explore whether a relationship makes sense and whether we could make a significant impact on your financial life. Consulting:
Our consulting services are available to help plan sponsors with a wide variety of plan-related issues. Our consultants will assist you with each stage of your plan’s life, from the initial design of a new plan through the conversion process from one service provider to another and, if necessary, through plan termination. Our team has the knowledge and expertise to meet your business needs while providing key services. We take a collaborative approach that begins with plan design and implementation and continues by monitoring your plan’s performance against your initial and changing objectives. Our consultants have the knowledge, experience and expertise to address and resolve whatever IRS or DOL issues arise regarding sponsors’ qualified plans
Plan Design:
Is your retirement plan designed to fit your needs and goals? Or do you have a “plan in a box” designed to make things easier on your third-party administrator? At Rogers Wealth Group, we take plan design seriously. Your Plan Document should be designed around your needs, not ours. If you are setting up a new plan, we will meet with you to discuss your situation. Then we can recommend plan provisions that will work best for you. If you have already adopted a plan, we will meet with you to determine if there are ways to amend the plan to make it work better for you. Either way, our goal is to create a custom-designed Plan Document that fits your company like a glove. Administration:
Our goal is to do everything but sign your name. When we say everything but sign your name, we mean it, and we do it with clear, consistent thinking. Since 1973 we have offered exceptional expertise on all plan issues in addition to a dedication to service and quality. If you are not sure your current administration has been done properly, we will look it over at no charge. Plan administration requires dedication to detail and accuracy. As part of our fee, we will do everything from determining eligibility to handling IRS/DOL issues. We take the burden off your shoulders by providing a variety of services, including the following:
•Timely Statements
•Required Participant Notices
•Required Amendments
•Form 5500 and All Necessary Schedules
•Distribution Paperwork
•Form 1099-R and 945
•Nondiscrimination Testing
•Plan Audits
Institutional Investing:
Welcome to a world of discipline. In addition to its comprehensive Wealth Management services, Rogers Wealth Group serves as investment manager for a wide range of institutional clients in a variety of categories, including the following:
•Defined Benefit Plans
•Defined Contribution Plans
•Employee Stock Ownership Plans
•Non-Qualified Plans
•Foundations
•Endowments
•Corporate and Personal Trust Accounts
In each of the above cases, investment strategies are designed to meet a firm’s specific institutional needs. Tax-advantaged trading is even included for accounts that require a higher degree of attention. As with any Rogers Wealth Group investment strategy, our goal is to increase returns through selective risk targeting and advanced portfolio design. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.
