Will Rogers

CFP®, BFA, ChFC®, APMA®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
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  • What we do

    We offer solutions to fit your financial needs and provide an upfront overview of costs.
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Background and qualification information is available at FINRA's BrokerCheck website.

How will you be brilliant? We can help.

How will you be brilliant?  We can help.

We prefer to start with questions instead of answers. Some questions we may ask include:

  • What matters most to you?
  • What experiences do you look forward to or wish to avoid?
  • What stands between where you are now and the life you want to live?
  • Does your retirement income distribution plan account for changing tax brackets?
  • What are your key expectations of your financial advisor?

As we get to know you, we apply our Confident Retirement® approach, which addresses four key areas to help you enjoy a more confident life.

We help people concerned about creating reliable income in retirement, tax planning strategies or providing for the next generation - some of them are featured in the videos below. The Profile, Insights and Working Together tabs can also show you who we are and how we help. Sign up for our newsletter or follow us on Facebook and Twitter to receive regular insights and ideas you can use.

With the right advice your next move can be brilliant.

How will you be brilliant?  We can help.

Insights from Will Rogers...

Videos on tax planning strategies, helping charities, living a wealthy life and more can be found in the “My Videos”section below. Here are some of the insights I’ve shared with the media:

From WRDW NEWS12:

The cost for college is not going down so what do parents do to prepare?

Planning ahead when it comes to retirement, aging parents

Getting the most from your tax returns in the New Year

From the Augusta Chronicle:

Financial advisor guides clients through stormy waters

"I'm all about people who care about the community, want to not only provide for their family, but to also make the world we live in a better place."

From Augusta CEO:

Keeping your current lifestyle in retirement when retiring in or near Augusta

Disclosure:By clicking the link, you will leave Ameriprise.com. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

My videos

14 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)