Anne is a financial advisor with Rogers Group Financial, and has been with the firm since 1997.  She specializes in wealth accumulation and retirement planning, with a focus on generating – or preparing to generate – a comfortable level of income in retirement by integrating the use of various pension entitlements and investment assets.

Estate planning issues are an intrinsic part of wealth accumulation and retirement planning, and can be addressed either as a matter of course or separately, depending on the requirements for each individual client.