OVERVIEW
Introduction
Location
Background
What We Do

Profile
Our Planning
Time Parameter
How We Charge
CREDENTIALS
Professional Information
Books
Texts & Articles
MODEL
Wealth Strategies GETTING STARTED
Protocol
Important Links

Contacting Us

Thomas Rogers, JD, C.P.A.
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Thom
Thom Rogers J.D.,C.P.A.

OUR PRE-ENGAGEMENT PROTOCOL

We take joy in serving the needs of our clients, and look forward to speaking with you about how we might serve you and your family.

We serve the specialized planning needs of high net worth individuals and families with differing backgrounds, vocations, and personalities, who have much in common:

  • A need to bring order to their affairs.
  • An enthusiasm to help loved ones and causes they care about, and the resources to do so meaningfully.
  • A distaste of publicity, bureaucracies, waste, and red tape.
  • The desire to expand their horizons far beyond present boundaries.

Our clients enjoy the company of people who understand them, and who appreciate their goals, values, and passion for life's important matters.