Outstanding Financial Guidance, Strong Client Relationships
Enough was enough. With over 30 years as a financial advisor, Gary R. Rodgers, CPA/PFS, CFP®, ChFC, CFS developed a vision. After years of being restricted as a financial advisor, Rodgers decided to hold his actions in highest regard for his clients’ best interests. The best way to truly make this happen was to become an independent advisor. The catalyst originated when Rodgers was exhausted by being bound to sell proprietary investment products. In December 2009, he launched Rodgers Capital, Inc. (RCI). The majority of Rodgers’ clients stayed loyal and made the move with him to RCI. “We are still continuing to add new clients at RCI who were previous clients.” After reviewing and having the luxury of selecting his own broker-dealer, Rodgers found the best fit for his vision was WFG Investments Inc. (WFG), member FINRA & SIPC, a subsidiary of Williams Financial Group. WFG is one of the nation’s 50 fastest growing independent broker-dealers. “They’re on the leading edge, like we are,” says Rodgers, who is President and Chairman of RCI.
Rodgers and the company’s six other professionals work strategically to protect and grow assets. Their work motto is “You Get the Whole Team.” Skilled in portfolio management, they seek to help clients work toward enjoying a steady income after retirement to help ease financial concerns. Rodgers says, “Our team has more than 80 years of experience in both the public and private sectors of the securities industry.”
The company specializes in planning and managing life events for clients, ranging from marriage, to educational planning, to saving for retirement, to receiving a payout, and changes that families face after deaths. Through life’s hurdles, RCI stands next to its clients and guides them through their financial decisions.
Good Value, Solid Values
Rodgers says that many clients have become like family. “They know we are an exceptional resource. They know we treat them fairly on fees. They know we’ll tell them if an investment isn’t right for them, because we care about their future.” Rodgers developed this approach earlier in his career, in his work on behalf of public and state employees, and these standards are solidly in place for his clients. Rodgers’ values and careful holistic decision making show in many ways, as well as always providing sound financial advice.
The company provides individual excellence awards for faculty, administrators and staff at institutions of higher education, including endowed scholarships for students and faculty; sponsors international symposiums to update students and educators on world events; and holds client appreciation meetings that include information on the economy and the investment world.
“At Rodgers Capital we pride ourselves in the three core values that drive us: Integrity, Independence, and Individual Investor Solutions,” Rodgers says. “The most important investment our clients make is their trust in us.”
Austin Office: 2500 West William Cannon
Building 3, Suite 303 | Austin, Texas 78745
(512) 291-7570 | Toll-Free: (800) 628-3460
San Angelo Office: 2113 Mesquite Lane San Angelo, Texas 76904 | (325) 658-8388
firstname.lastname@example.org | www.rodgerscapitalinc.com
Rodgers Capital, Inc. is a branch office of WFG Investments, Inc. (WFG). Securities offered through WFG Investments, Inc., member SIPC & FINRA. Registered Representative of WFG.