Jacqueline Rogers, Cfp® Email & Phone Number

At Elevated Wealth, I specialize in providing tailored, holistic financial advice and investment management, helping my clients navigate the complexities of their financial lives with confidence and clarity. My approach is designed to give you more than just an investment manager—you’ll have a dedicated partner who understands your unique goals and challenges.I work with you to create a comprehensive financial strategy that addresses every aspect of your financial life, including:✅ Retirement Planning: Ensuring you’re on track for a secure and fulfilling retirement.✅ Portfolio & Asset Management: Creating and managing investments aligned with your goals and risk tolerance.✅ Tax Strategy: Developing strategies to minimize tax liabilities and optimize your financial outcomes.✅ Estate Planning: Helping you plan for the future and ensure your wealth is passed on according to your wishes.✅ Compensation & Benefits (Stock Options, RSUs, Deferred Comp): Navigating complex benefit structures to maximize your compensation.✅ Cash Flow Planning: Building a roadmap for managing your income, expenses, and savings.✅ Education Planning: Creating plans for funding your children’s or your own education.✅ Charitable Giving: Developing strategies to align your financial goals with your philanthropic values.As a CERTIFIED FINANCIAL PLANNER™ practitioner and Investment Advisor, I focus on being a fiduciary—offering you transparent, fee-only advice that always puts your best interests first. My commitment is to help you make informed decisions that align with your long-term vision, giving you peace of mind as you focus on what matters most.Whether you’re looking to streamline your financial strategy or ensure you're on track for future success, my goal is to guide you with integrity and expertise.If you're in Northwest Arkansas (NWA), I’d be happy to meet in person or work with you virtually wherever you are.

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  Missouri State University

  Finance