Clay is a financial advisor, portfolio manager and Managing Director of Rogers Group Financial and has been with the firm since 1992. He specializes in retirement income planning (how to effectively generate income in retirement and the associated estate planning issues).

He can prepare a written report on all of the following topics, if required:

Investment planning – complete a detailed Investment Policy Statement (IPS).   This document will capture your unique goals and objectives along with your personal risk tolerance. 

Retirement planning – tailor a detailed retirement income illustration specific to your situation.  This illustration estimates how much net spendable income (i.e. after tax and after inflation) you can generate during retirement from your investment assets and pension entitlements.

Estate planning – this section deals with wills, Powers of Attorney, beneficiary designations and Representation Agreements.

Tax planning – to ensure your investment and retirement strategies are set up in the most tax efficient manner, given your personal goals and objectives.

Risk management & Insurance – this section will deal with a detailed review of your life, long term care and critical illness insurance needs.