Roger A. Rekate, CPA
Coach, Wealth & Tax Advisor
Roger A. Rekate is a CPA, as well as a tax and wealth advisor. He has over 25 years of experience in the insurance and annuity industry and holds a bachelor’s degree in accounting from Missouri State University.
Prior to establishing Advisor Ink Financial, Roger managed his own CPA firm from 1991 to 2007, where he worked with small business owners with focus on tax and succession planning strategies.
Over time he realized that most of the individuals needed assistance with additional advanced planning, leading him to launch a full-time, comprehensive financial planning firm. In 2021 Advisor Ink Financial helped our clients save over 7 million dollars in taxes.
Over the years, Roger Rekate has served as managing partner for several commercial real estate projects. His experience in developing these projects has helped him firsthand in advising his real estate clients for tax benefits, and financial bundled services programs offered by Advisor Ink Financial, Advisor
Solutions LLC., and Advisor One LLC.
Roger and his wife Theresa have been blessed with five children, and five grandchildren. Roger enjoys sports, sprint triathlons, hunting, and driving his tractor on the farm.
To schedule a time to discuss your wealth, and highly appreciated assets, please contact us at [email protected] or call us at (417)881-2080 or toll free at (855)881-5440 today!
Here are the reasons you can depend on Roger A. Rekate, CPA to help you preserve your wealth and protect your assets:
- REPUTABLE – Roger A. Rekate, CPA has been around since 1991, a revered wealth and tax coach for decades.
- EXPERIENCED – Our proudest accomplishment is the large number of long term clients who put their trust in us year after year.
- RESOURCES – We offer a wide variety of planning and investment strategies, that grow assets and save millions in taxes.
- CUSTOMIZABLE – We will create a Custom Plan for your highly appreciated assets and tax needs.
Download your FREE GIFT NOW!
Advisor Forever by Roger A. Rekate, CPA
This eBook is now available as a free download. Inside of this ebook, you will learn:
- How to increase your net worth with strategies and solutions.
- How to defer taxes with highly appreciated assets.
- How to get your financial house in order.
- Additional Gift, Advisor Forever Software, get your financial house in order.
Email us for your free software login.
DOWNLOAD NOWWhat People Are Saying:
Jeff Boyce
Boyce Homes
"Real Estate Planning for highly appreciated assets was completed for Jeff and his partners. The partners were all concerned with substantial capital gains and little to no 1031 opportunities. We were introduced to Roger A. Rekate, CPA, Wealth & Tax advisor, who showed us the Deferred Sales Trust Strategy and we were able to save millions in taxes."
Dr. Tom Sarna
Half Moon O.M.S.
"I have appreciated the efforts Advisor Ink Financial has given our company to help save an estimated 50% per year over year in taxes.
Roger A. Rekate CPA, Wealth & Tax advisor, has given us strategies and solutions holistically to implement for our planning and investments to meet our goals."