Robin Rogers, Llc - Certified Financial Planner - Fairfield, Westport, Southport, Bridgeport, Stratford, Milford, CT

We live in a complex world brimming with opportunities and pitfalls. Each decision sends us across dangerous waters with unknown rewards and consequences. Determining the proper course is the challenge. Just like a skilled captain, making the best choices requires significant knowledge, time and expertise.

Welcome to Robin Rogers LLC online! We are an independent firm providing financial advice and wealth management starting within 5 years of your retirement, helping you transition into retirement, and then serving as your trusted adviser throughout retirement. We go beyond charting a course for your financial goals by helping you discover your core values and true passions so you can live a retirement full of purpose and joy, and without the worry of outliving your money.

OUR MISSION
To build a trusting relationship in which we help you clarify your vision of retirement, reconnect with your dreams and make wise financial decisions before and throughout retirement.

OUR PROCESS
At Robin Rogers LLC, we create your financial plan for your retirement based on your fundamental values and life goals, thereby focusing on what matters most to you. We then develop objective-driven financial strategies that allow you to have the confidence to commit to a decided set of potential outcomes that you are passionate about. We look to identify any gaps in current plans and recommend tactical steps designed to bring a coordinated set of objectives to fruition. We analyze profit and loss potential when building your portfolio with the purpose of obtaining an appropriate balance of risk and reward. We then go over your income needs and retirement goals and allocate your assets based on your comfort zone and with the goal of outpacing inflation. Throughout our relationship, we are in touch with your accountant, attorney and any other trusted advisors as needed to assure we are all working in your best interest.

OUR GOAL
Helping you create... 
         a retirement with joyful purpose
                  and financial freedom
                           thereby sleeping well at night.

We appreciate your interest in Robin Rogers LLC, and sincerely look forward to serving you.
 

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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