Financial Services

ROGERS LABAN, CPA’s & FINANCIAL CONSULTANTS, provides comprehensive financial services to businesses and individuals.

This segment of our practice, as well as the others, is built on a foundation of superior personalized client service with the primary objective being to build lasting relationships. Our services are based on independence, objectively, disclosure and trust.

As you know, taxes effect the results of most of the investment decisions you make and the types of investment returns effect your taxes, so it is important for you to Ask Your CPA for advice. A partial listing of assistance follows:

Investments
Asset Allocation and Portfolio Design
Customized Asset Management Programs
Diversification Strategies
Variable & Fixed Annuities
Retirement
IRA Rollovers and Distribution Planning
Income Projection Analysis & Strategies
Qualified Plan Design and Compliance (401K, Simple IRA, etal)
Eldercare Strategies
Businesses
Buy-Sell Agreements
Non-Qualified Retirement Plans
Key Employee Retention
Insurance Analysis and Design
Life Insurance
Long-Term Care
Disability
Major Medical / Health Savings Accounts

Education Plans
Education Savings Accounts
529 College Savings Plans
Uniform Gifts to Minors
Income Protection and Asset Preservation
Disability Protection
Income Replacement
Creditor Protection
Taxes
Income and Estate Tax Planning
Tax-Advantaged Investing
Charitable Planning
Estates
Wealth Transfer and Tax Reduction
Charitable Gifting
Trust Design Recommendations

Rogers Laban currently has individuals licensed to offer securities in the states of Alabama, Florida, Georgia, North Carolina, and South Carolina. This is not an offer to sell securities in any other state or jurisdiction.

If you are thinking about, concerned about or have questions about any of the above, please contact us for information or assistance.

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.