Roger Remling, Tax & Financial Advisor. Investment Firm. Amarillo, Texas.

Roger Remling has been a Financial Advisor for over 20 years. He is also recognized as an Enrolled Agent, the highest credential the IRS awards. Roger specializes in helping successful Americans live life on their terms. He does this by helping his clients mitigate the two biggest risks in retirement: The threat of higher taxes and missing out on market gains. The threat of higher taxes is reduced when clients Roth Your Retirement as part of an income tax reduction strategy. The threat of missing out on market gains is reduced when clients invest in Roger's model portfolio. Get a quote below.

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Performance & Fees

A recent Vanguard study found that, on average, a $500K investment would grow to over $3.4 million under the care of an advisor over 25 years, whereas the expected value from self-management would be $1.69 million, or 50% less.

- W. V. Harlow, Keith C. Brown and Stephen E. Jenks

The Journal of Retirement Winter 2020, 7 (3) 46-79; DOI: https://doi.org/10.3905/jor.2019.1.060



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DOL PTE 2020 Procedures