Services For Individuals

In addition to supporting businesses across a wide variety of industries, WebsterRogers also provides tax and financial advice to individuals and families through our individual client services. We assist with various issues including personal tax and financial planning, estate planning and business transition planning. For 30 years the professionals of WebsterRogers have been helping individuals and families reach their financial goals.

At WebsterRogers we proactively strive to meet our clients’ needs and exceed their expectations through customized and innovative solutions. Because of this, our clients continue to turn to us for sound tax and financial advice.

Individual Client Services:

  • Income tax planning and compliance

  • Estate and trust planning, administration & compliance

  • Retirement planning

  • Financial planning

  • Business transition planning

  • College financial planning