Our Services

We offer a wide range of financial services. If you have a question about any of our offerings, please contact us! We will be happy to assist you in any way we can. 

Retirement Planning-Evaluation of current assets, savings rate, and rate of return to determine an anticipated retirement income and age. Based on this information we then make adjustments and recommendations to fit the clients goals.

*Investments-Evaluation of risk/reward in determining whether assets are appropriately positioned.

Products: mutual funds, stocks, bonds, variable annuities, fixed annuities, and CDs.

*Life Insurance-For use as a death benefit, an employee benefit, or in estate preservation. Products: Variable Life, Universal Life, Survivorship Life, Whole Life, and Term.

Estate Planning-Examine the impact of estate taxes and look at ways of minimizing and paying estate taxes. Work with client's attorneys and accountants to evaluate estate tax impact.

Long Term Care-Evaluation of long term care costs to the individual and appropriate measures to help minimize the cost. Products: Long Term Care Insurance

Tax Preparation and Planning-Prepare individual income taxes with planning in mind to help reduce overall tax liability.

* Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC.  Investment advisory services offered through Rogers Financial Advisory Group, LLC, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.  Fixed and/or Traditional Insurance Services offered through Rogers Financial Group, LLC.  Rogers Financial Group, LLC is not affiliated with Royal Alliance Associates, Inc., member FINRA/SIPC or registered as a broker-dealer or investment advisor. 

Investments in securities involve risk, including the potential loss of principal invested.
This communication is intended for individuals residing in the states of SC, NC, GA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT: Please contact me at jrogers@royalaa.com or by calling 864-250-1376.The site may contain links to articles or other information that are contained on a third party website. Royal Alliance Associates does not endorse or accept responsibility for the content, or the use, of the web site. Royal Alliance Associates assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages.
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