Jeffrey Bogue (BS, CFP®)
Jeffrey Bogue focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I focus on two core financial planning areas:
Retirement Planning: This stretches from the accumulation process leading to retirement; converting into an ongoing cash flow strategy to meet your retirement needs. This not only includes the ongoing management of your retirement nest egg, but it’s the coordination of this with optimizing this with your pension decisions, tax decisions and ongoing change that is going to happen in your life.
Mid-Life Planning: This is specifically geared towards people who are in the midst of their careers or growing their business while balancing out the demands of their personal life. Not only demands fall on the desire to buy a house, managing your investment portfolio, funding retirement and possibly multiple college educations, this also means maintaining an adequate budget, being properly insured, managing your debt wisely, getting your estate in order, managing your employee benefits and managing your career decisions wisely. The service provides an integrated financial planning service that touches upon all these elements to make sure you are balancing the needs of today while taking care of tomorrow as well.
Additional Information
Client services can be provided on a integrated basis that addresses the client's whole financial picture as well as on a segmented basis that addresses specific needs. Advice can be provided on a continuous retainer basis or through hourly consultations. Financial planning fees are determined on an hourly basis while investment advisory fees are based on a percentage of assets under management. Investment advice can be provided on both a retainer basis or through hourly consultations depending on the needs, circumstances, and the level of service the client desires. A one hour initial consultation is provided without cost or obligation. This primarily serves as an opportunity for the advisor and prospective client to meet to determine if there is a mutual basis for a planning engagement.
NAPFA Start Date
August 06, 2001
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