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New Retirement Blogger: Fee-Only Financial Planner Roger Wohlner

Written by Roger Wohlner on February 1, 2011 in Retirement  |   No comments

Roger Wohlner is a fee-only financial advisor based in Arlington Heights, Ill. Roger serves the needs of individual clients and also provides investment consulting services to retirement plan sponsors, endowments and foundations as a member of Asset Strategy Consultants. Roger and a partner have recently…

Roger Wohlner is a fee-only financial advisor based in Arlington Heights, Ill. Roger serves the needs of individual clients and also provides investment consulting services to retirement plan sponsors, endowments and foundations as a member of Asset Strategy Consultants. Roger and a partner have recently formed Retirement Fiduciary Advisors to provide direct investment advice and retirement planning services to 401(k) plan participants. Services are provided via plan sponsors or directly to interested participants.
Roger holds an MBA degree from Marquette University and a bachelor’s degree in Finance from the University of Wisconsin-Oshkosh. Roger holds the CFP® designation. He is active on social media — follow him on Twitter or check out his profile on LinkedIn.
Roger has taught college-level finance courses, financial seminars for individuals, and has conducted financial education sessions for 401(k) plan participants. He believes that the successful management of your financial affairs today is the key to the lifestyle that you and your family will either enjoy or endure tomorrow.
Come back to the Equifax Personal Finance Blog later this month as Roger shares his advice for how to set up a loan between family members and if you should be paying for your grandchildren’s college tuition in your retirement.

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