DISCIPLINED LONG-TERM BALANCE APPROACH
Our Planning & Investment Philosophy
At E. Roger Financial, we take a holistic balanced approach when addressing financial needs and long-term client goals. This approach involves a focus on the client's entire financial wellness picture; planning, investing, budgeting, managing risk, and credit.
Our planning and investment philosophy for achieving a client’s lifestyle goal embraces a long-term balanced approach. E. Roger Financial views financial planning as a coordinated, integrated, ongoing dynamic approach the takes into consideration a client’s immediate daily financial needs as well as their long-term goals.
Earl R. King, SR., CFP®, Managing Member
Earl R. King, SR., Managing Member, E. Roger Financial Group, LLC, has over 24 years of experience in financial services, economic development, and higher education. Earl has been affiliated with American Express Financial Advisors as a Financial Advisor providing comprehensive financial planning and investment advisory services for individuals and business owners.
Earl completed his formal financial planning education at the College for Financial Planning and was subsequently certified by the Certified Financial Planner Board of Standards, Inc. as a Certified Financial Planner.