Brett Rogers

Brett became a financial planner because he has a passion for helping individuals achieve their financial goals, especially with retirement. He takes the time to learn your goals and dreams, assess your current financial situation, and educate you about options and solutions available. His goal is to help ensure you have the tools to reach the retirement of your dreams. Because finances can be unpredictable, Brett also is committed to keeping you aware of potential financial risks and how to manage them.

“It’s about having a sound strategy to both build wealth and maintain that wealth throughout retirement," Brett says.

Through his experience, when you need your money is a key driver of the recommendations we will discuss. These include implementing sound saving and investing strategies to help preserve and manage wealth during life stages. Brett can also help you protect against risks that can affect you in retirement and provide a predictable and steady income for life. He also has a history of working with dentists, and can assist in creating an individual plan to meet their specific needs.

Born and raised in Shawnee Mission, Brett relocated temporarily to Washington to start his family but then returned to KC and put his roots here. Brett and his wife, along with their daughter, enjoy all that Kansas City has to offer and call it home.

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