Tax-aware decisions
Consider how investment, retirement, and cash-flow decisions may fit with the tax questions you are discussing with your tax professional.
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Financial planning
Make a plan
for what’s next.
A financial plan brings clarity to where you stand, what you want to achieve, and the steps that can move you forward. As a fiduciary, I am required to act in your best interest when providing investment advice.
Why planning matters
Make sense of your financial choices.
How much should you save? When could you retire? How can you help your family? We work through these questions together, connecting your investments, spending, and future plans.
When life changes, your plan provides a foundation for the decisions ahead. Together, we consider your options, weigh the trade-offs, and decide what needs to change.
A coordinated approach
Your plan should fit the rest of your life.
Financial decisions often involve more than one conversation. When it is helpful and with your direction, I can work alongside your accountant, attorney, or other professionals to help keep the financial side of those conversations connected.
Estate & family planning
Keep investment decisions aligned with your broader estate and legacy-planning conversations.
Business transitions
Connect personal financial priorities with the decisions surrounding your business, including a future sale or transition.
Rodgers Capital Management does not provide legal or tax advice. Your attorney and tax professional remain responsible for those services.
How we work together
Know where you stand.
Plan your next steps.
Start with what matters
Tell me about your goals, the people who depend on you, and the questions on your mind.
Connect the pieces
A connected plan brings your income, spending, investments, and retirement goals together, with attention to risk, taxes, and your wishes for your family.
Adjust along the way
Together, we review your plan as your goals, family needs, and financial circumstances change.
Preparing for future goals
Today’s needs.
Tomorrow’s goals.
Near term
Plan for everyday expenses, set aside accessible savings, and prepare for upcoming decisions.
Next chapter
Prepare for retirement, education costs, a business transition, or another major life change.
Long term
Plan for financial independence, support for your family, and giving to causes you care about.
Questions, answered
A few common questions.
What happens in the first meeting?
We’ll talk about what prompted you to reach out, the questions on your mind, and the financial decisions ahead. It’s a conversation, not a commitment.
Who do you work with?
I work with individuals and families, business owners, professionals, retirees, and organizations such as foundations and nonprofits.
Can we meet online?
Yes. Online meetings make it easy to connect from home, the office, or wherever is most convenient for you.
How does the client planning portal work?
Once you receive an invitation, you can securely review planning information, share documents, and stay connected between meetings.
How do I get started?
Schedule a conversation, call, or send an email. We’ll start with what matters to you and decide together whether working together makes sense.
On staying power
One of the critical elements in business or investment success is staying power.
Howard Marks
Online meetings
Meet
online.
Meet with Bret online to review your plan, talk about your investments, or work through a financial decision.
Whether it’s a regular check-in or something new on your mind, you can have a personal conversation without the travel.
Schedule an online meetingStart a conversation