We have gone to Rogoff for many years for tax advice, preparation, and estate planning.
Professional planning advice is a necessity; most people lack the expertise, resources, or time to plan their financial future.
Today, most insurance and investment salespeople refer to themselves as "financial planners"; however, proper planning in the constantly changing tax environment requires more than the selection of insurance and investment products.
Effective planning establishing realistic long-term objectives, developing strategies and methods to achieve the objectives and continued monitoring and, if necessary, revision of those strategies to allow for changes in tax laws and economic conditions.
Our firm's tax professionals augment their many years of experience with continuing education programs to be fully versed and ready to assist in your planning needs.
Today, most insurance and investment salespeople refer to themselves as "financial planners"; however, proper planning in the constantly changing tax environment requires more than the selection of insurance and investment products.
