Brett Rogers joined The Bulfinch Group in 2013 and works closely with individuals and families to help develop and achieve mid and long-term financial goals. Recognizing the unique needs of each of his clients, Brett approaches planning through a customized process that is designed to meet the specific objectives of each client and is tailored to work within the limitations of today’s earnings and resources. Through this process, clients gain a comprehensive understanding of their overall financial picture and can focus on strategies that fit with their goals and future aspirations. Brett also works closely with business owners and entrepreneurs to develop plans with appropriate flexibility and protection.
Brett's experience can help meet the planning needs of clients, though his primary focus is on asset protection and wealth accumulation strategies. Brett’s personal goal is to help take the financial pressure off of his clients so they can enjoy their life to the fullest; ideally, Brett wants his clients to be worry-free. Some of the possible outcomes of a client relationship may include:
- Wealth building
- Asset and income protection
- Establishing a well-tailored budget
- Creating cash recovery strategies
- Minimizing income and estate taxes
- Insurance Premium Financing
- Education funding
- Maximizing retirement income
- Estate planning
- Investment efficiency
- Charitable planning
- Risk Management
Since graduating from Champlain College in Burlington, VT, Brett currently resides in South Boston, MA. In his free time, Brett is an avid cyclist and an active skier, making frequent trips out to Utah. Being a sports car enthusiast, Brett also enjoys working on his personal car in his free time.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.