What We Do

RWG brings years of hands on experience working with all aspects of Employee Stock Ownership Plans. Consulting
 

RWG brings years of hands-on experience working with all aspects of Employee Stock Ownership Plans. We coordinate the many diverse elements necessary to establish, operate and maintain a successful ESOP.

Our consultants will arrange for the preparation of the ESOP, Trust and Summary Plan Description in addition to other required legal documents necessary to establish the Plan.

Every design feature will be evaluated to ensure that the features that best serve the client’s objectives are utilized. As a client’s objectives change, our consultants will make recommendations to plan provisions as appropriate.

RWG will assist in the engagement of an experienced independent appraiser familiar with the client’s industry.

Rogers WealthGroup 40th Anniversary

Retirement Plan Services

Our Retirement Plan Services Group strives to offer you the best value for your money....
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Wealth Management

Whether you are anxious to find a new advisor or you need a 2nd opinion...
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