Roger A Van Wazer, CLU®, ChFC®, CFP®

Wealth Management Advisor

My Philosophy

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. The relationship I establish with you enables me to focus on your needs—what you want for your family and what you are currently doing.

 

My Mission

The long-term relationships I build with my clients are based on trust. What this means is that I serve their needs first, above my own, at all times. The real benefit to them is confidence in our relationship. They get a financial professional who provides solutions tailored to their unique situations.

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