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Who's right for you.

Dennis J. Rogers, CFP®, CPA

Rogers & Kirby, Inc. / United Planners'

7210 N 16th St
Phoenix, AZ 85020-5201
Phone: (602) 748-1900 Ext 245
Fax: (602) 445-9328

Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Startup
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

Considerations: Registered Principal offering Advisory Services and Securities through United Planners' Financial Services of America, A Limited Partnership, Member FinRA/SIPC

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.