About the Mailey Rogers Group

Kim Mailey, CFP Director, Wealth Management Senior Wealth Advisor View Kim's Video

Our Wealth Management Process

The Mailey Rogers Group works with high net worth individuals seeking comprehensive wealth management services. We begin our relationship with a new client through a discovery process and development of a detailed wealth plan. This discovery and planning process allows us to deliver relevant and meaningful recommendations. Likewise, it allows you to make a fully informed decision about your interest in working with The Mailey Rogers Group. There is neither cost nor obligation for this essential first step.

Our process encompasses the following:

• A detailed investment recommendation and strategy that is sensitive to capital preservation and tax minimization.
• A documented service strategy to identify future reviews and the nature of upcoming meetings.
• One or more complimentary consultations with our Team of Experts including Will and Estate Planning.
• An insurance audit to address income replacement and estate creation and/or preservation.

We encourage you to call Director and Senior Wealth Advisor Kim Mailey. Kim would prefer an informal first meeting simply enjoying cup of coffee! He doesn’t ask to see any documents at this time but, prefers to just get to know what’s important to you in life. This meeting is the foundation for a mutually respectful, quality, long term relationship. We hope to hear from you soon!