Roger Green, rogersgreen.com

Roger S. Green, MSFS, CFP

 


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The Top 1000 Advisers- Barron's February 2009  

THE TOP 100 INDEPENDENT FINANCIAL ADVISERS - Barron's 2007 & 2008*

Pinnacle Small Business of the Year Award -  Gwinnett Chamber 2008*

2009 Advisor Hall of Fame - Research Magazine

*The results from the above listings/articles should not be considered a guarantee of future performances and/or success.  

IMPORTANT CONSUMER INFORMATION: 1. A broker-dealer,investment adviser, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment adviser, BD agent or IA rep requirements, as the case may be. 2. Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. 3. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator.

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

HOT TOPIC: New Year, Higher Taxes?

After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.

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