Our Services
Jeffrey Anderson Rogers, CPA
...provides extensive financial planning, investment, accounting management, business management, and risk management solutions to individuals, families and businesses.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
CFO Services (Part-time) - Manufacturing & Distribution
Financial Reporting, Budgeting, Forecasting Cash Flow Management
Banking, Asset Based Lending, Factoring Break-even Analysis
Cost Systems & Profit Analysis IT Systems & ERP Software
Financial Planning - Individuals, Families & Business Owners
*Retirement Planning - Income for Life *Risk Management
*SEP IRA / Individual 401(k) *401(k) Rollover Options
*Investments *Asset Allocation & Diversification
Tax Reduction Strategies Unexpected Death / Nursing Home
*Estate / Asset Protection Strategies *Executive Benefit Services
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* Services offered through Berthel Fisher & Company Financial Services, Inc. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.