Chris Rogers

Office: Nashville
12 Cadillac Drive, Suite 440
Brentwood, Tennessee 37027
Direct: (615) 309-6464

Contact
chris.rogers@continuumpp.com
Direct: (615) 309-6378
Fax: (615) 309-6301

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Our Partners- Chris Rogers

The passion for financial planning comes from the financial struggles my family had when I was a youth. The peace that a family gets when they get control of their finances and can see how to work towards their goals and dreams is overwhelming, and I thoroughly enjoy helping my clients achieve that peace of mind.

When I first meet potential clients, they have questions such as: How do I build our assets to reach my goals? How do I take income from those assets in retirement? How do I pass assets to my loved ones? How do I pay for college? Where should I invest?

Those are exactly the types of questions we answer through a financial plan. My research background and coaching nature gives me a unique style to help develop and educate my clients about the strategies needed for them to reach their goals.

Following the plan typically gives the client peace that no matter where they are now, there is a path to where they want to go. For a lot of clients, as things improve there is a momentum, and they see improvement in other aspects of their lives that sometimes have nothing to do with money such as their relationship with their family.

Areas of Expertise:

  • Financial Planning
  • Investment Management
  • Retirement Income Planning
  • Tax Minimization Strategies
  • Education Funding
  • Personal Protection Strategies
  • Estate Planning
  • Debt Management

Education:

Hendrix College - Physics
Retirement Income Certified Professional (RICP®)
Accredited Wealth Management Advisor (AWMA)

Affiliations:

Church at Station Hill
United States Soccer Federation
National Soccer Coaches Association of America

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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Does it sound like Chris would be a good fit for you? Give him a call today.

More About Chris...

Chris began his practice in 2007 at Waddell & Reed and moved to Capital Financial Group in 2010. In order to provide a higher level of planning to clients with more complex situations, Chris joined Continuum Planning Partners (CPP) in 2015. He is the Investment Specialist of the firm and specializes in comprehensive financial planning with focuses on investment planning, retirement income strategies, and estate planning.

Chris is originally from Conway, Arkansas. He has a degree in Physics from Hendrix College and did some graduate study in Molecular Biophysics at Vanderbilt University. Prior to entering into the financial services industry, Chris worked in diabetic and cancer research at Vanderbilt University.

In addition, Chris is a nationally licensed soccer coach and was at one point a member of the Tennessee Olympic Development Program staff.

Chris lives in Columbia, TN with his wife, Susan, and daughters, Emma and Lillie. He attends the Church at Station Hill and continues to play in local soccer and softball leagues.

Interested in working with Chris? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.