Lifetime Capital Management Inc.
Partner / Financial Advisor
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Shawn Rogers is a Greenwood Village, CO fee-only financial planner. Lifetime Capital Management Inc. provides comprehensive financial planning and money management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Shawn Rogers is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Shawn Rogers is a Certified Financial Planner (CFP®) and has more than 20 years of experience in the financial services industry. He earned his B.S. in Biology at Portland State University and completed his Financial Planning course work through the College for Financial Planning. Shawn’s previous experience includes managing over 500 million dollars in client assets with Charles Schwab’s Private Client group, training and coaching as an Advice Training Manager, and extensive experience in portfolio analysis and construction as an Investment Consultant.
Shawn Rogers is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Does it feel like a roller coaster when it comes to your investments?
You may be considering-or reconsidering-whether you need a professional manager to help you reach your financial goals. If we learned anything from the inflation crunch of the '70's, the tech bubble of the early 2000's, and the financial meltdown of 2007-09, it's that consistently predicting the top or bottom of the market is virtually impossible to do. What is and always has been possible is:
- Finding clarity of purpose even in uncertain times.
- Exercising discipline and sensible risk management when times are good.
- Relying on an advisor who provides personal attention and unwavering integrity.
From preserving wealth to achieving reasonable growth expectation for your portfolio, Lifetime Capital Management offers an array of custom-tailored services that are as critical now as ever.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Shawn Rogers is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Shawn Rogers is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Shawn Rogers
6312 S Fiddlers Green Cir
Greenwood Village, CO 80111