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

TIME PARAMETERS

Our timeline is efficient, and streamlines the entire planning progression.

Thom Rogers J.D.,C.P.A.
Post Engagement 120 Days and Beyond Family Office
The Engagement 30 to 120 Days Implementation
Enhanced Book
Preliminary Book
Building the Plan
Analyzing & Testing
Pre-Engagement Formulate Engagement
Initial Visit
Reviewing Data