Linda Rogers, Owner & Financial Planner

Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ Professional

linda-roundIn 2005, I read about airline companies filing for bankruptcy and defaulting on their employee pension plans. Overnight, employees saw their retirement income disappear or be greatly reduced. I felt a sense of panic that I, myself, did not have a retirement strategy in place. I had my employer’s 401k plan and other benefits that I did not completely understand. Despite graduating with an Economics degree from a great school, I was never taught how to invest my 401k money, or how much I should actually be saving every year towards retirement. That led me to read everything possible about personal finance that I could get my hands on, and shortly after, transition into financial planning as a profession.

I am a CERTIFIED FINANCIAL PLANNER™ Professional. I earned my Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics from Villanova University. I earned my Enrolled Agent in 2013.  I now have more than 11 years’ of experience giving financial advice.

My process begins with a simple and free phone consultation. I don’t judge. I understand that sharing personal finances is personal. I treat all my clients with discretion, confidentiality, and trust.

I hope to work with you.


Contact Me:

Schedule a FREE Initial Call with me
Email Me: linda@planningwithinreach.com
Call Me: (619) 567-9306 x1
Office: Virtual
Physical Location: Memphis, TN


This past year in visuals!

Camping at Van Damme State Park

Yellowstone with the family


In the Media

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Ask Linda: We’re Getting Divorced. Now what?

Dear Linda, My spouse and I recently decided to get a divorce. What should we expect with regards to the divorce process and its financial implications? I am particularly concerned about how my retirement plan will be affected.  Separated Sam Dear Sam, We outlined the most common ways to obtain a divorce below, including the estimated price for each process. While this is not meant to replace your own due diligence, it should help you get started. Here are the... Read More

What is AD&D Insurance?

Dear Alicia, I have the ability to buy AD&D Life Insurance at work. The coverage would cost me less and I would get a higher death benefit than the Term policy I currently have. Should I buy it? I don’t understand the difference? – Insurance Irene  Dear Irene, In general, life insurance is purchased to give those who are dependent on your income a lump sum of cash upon your death so they can sustain their current lifestyle. An AD&D... Read More