Wealth · Tax · Retirement Planning
Preserve your wealth.
Protect your future.
Tax, investment, and insurance planning for high net worth families and those nearing retirement. We build income strategies designed to last a lifetime, led by Roger A. Rekate, CPA.
Roger A. Rekate, CPA · Founder
Est. 1995 · Springfield, Missouri
Three commitments that shape every client plan.
Preserve your wealth.
Compound, protect, and grow what you've already built. Custom-fit plans built around the assets you actually own, integrating tax, investment, and estate strategy under one roof.
Protect your assets.
Insulate your portfolio from market downside, liability, and the long-tail risks that compound silently across decades. Insurance, succession, and disposition strategy designed for real protection.
Save on taxes.
Proactive, pre-year-end tax planning is the work most CPAs miss until April. Deferred Sales Trusts, income shifting, entity restructuring, and the small decisions that compound across a tax year.
A complete financial practice, under one roof.
Tax, investments, insurance, and estate strategy, coordinated by one team so every decision works with the others. Investment advisory through our affiliate, Advisor One, LLC.
Retirement Income Strategies
Build a steady, reliable income stream designed to last as long as your retirement does, with opportunities for long-term growth.
Wealth Management
Investment options paired with insurance contracts to design a conservative retirement strategy focused on long-term accumulation.
Annuities
Fixed and variable contracts that compound tax-deferred, with guaranteed payout options, some that last for life.
Asset Protection
Diversify retirement assets across a mix of vehicles, including life insurance and annuities, to guard against market losses.
Tax Planning & Consulting
Pre-year-end, proactive tax consulting and tax-deferred vehicles that let your money compound without current income tax.
Life Insurance
Term and permanent coverage structured around your obligations, typically five to seven times your annual income.
IRA & 401(k) Rollovers
Keep your money growing tax-deferred when you transition employers or retire, until distributions begin.
Long-Term Care Strategies
Evaluate which products fit a comprehensive long-term care strategy suited to your needs and your family's.
Legacy Planning
Reduce taxes and increase the payout your beneficiaries receive, coordinated with estate and gifting strategy.
Trusts · Probate Planning · Charitable Giving · Estate Planning
Roger A. Rekate, CPA.
President · CPA · Investment Adviser Representative
Roger began his career in public accounting in 1985 and became a CPA in 1988. In 1995 he combined accounting with financial services, founding the practice that became Advisor Ink Financial.
Over the years he has advised more than 2,500 clients on wealth, retirement, tax, and real estate strategy. In 2021 alone, his planning helped clients save in excess of $7 million in taxes.
- Certified Public AccountantLicensed 1988 · public accounting since 1985
- Investment Adviser RepresentativeAdvisory services through Advisor One, LLC
- B.S. in AccountingMissouri State University
- Founded Advisor Ink Financial1995 · Springfield, Missouri
Dear friend,
Every engagement we accept begins the same way it has since 1995: with a letter. It states, in plain language, what we will examine, what it will cost, and what you should expect from us. Nothing assumed, no surprises.
If that sounds like the way you prefer to do business, we should talk.
Every engagement begins with a letter.
The Letter for Engagement is how we've opened every client relationship for three decades. Here is what follows it.
- 1.
An introductory conversation.
Complimentary and confidential. We listen first, to understand your assets, your concerns, and what you'd like for the next chapter.
- 2.
A custom plan, on paper.
We don't use templates. We build a plan around your specific assets, your tax situation, and your family, then explain every piece of it.
- 3.
Ongoing partnership.
Plans don't survive contact with reality. We meet quarterly or annually to adjust through tax law changes, market moves, and life events.
More than one advisor. An entire team behind your plan.
Roger leads the practice, but the day-to-day care of your plan is handled by a dedicated team. Many firms call themselves "boutique." Few actually show you who's behind the work.
"Plans fail for lack of counsel, but with many advisors they succeed."
Proverbs 15:22
The best in the country at what they do.
No one is the best at everything. When your plan calls for specialized work, Advisor Ink Financial brings in people who are among the best in the country at theirs, then coordinates their work into one plan. This network has been built over decades of trusted relationships across six states.
- Chris Lubbers, CFPStrategic Partners · Parsons, KSBusiness & Estate Planning
- Selden MartinVisionary Wealth · St. Louis, MO · Naples, FLHigh Net Worth Planning
- Steve BrooksBrooks Eldridge · Rogers, AREstate, gifting, and trusts
- Gregg StadeStade Law Firm · Springfield, MOEstate planning
- Kevin CallahanCallahan Law Firm · Springfield, MOBusiness and nonprofits
- Jason Thomas, CPAStephens · Little Rock, ARPublic accounting
- Karen Koch, CPAReal Estate Consultant · Louisville, KYReal estate tax
- John La Tour, CPALa Tour CPA Firm · Springdale, ARPublic accounting
- Todd JacksonJackson Law Firm · Nashville, TNAttorney
- Jordan KanterVictory Financial · Orlando, FLTrustee
- Advisors ExcelTop US FMO · 1,000+ team · Topeka, KSAnnuities · Life · Wealth Advisory
- Michael GalvisRex Gold · CEOPrecious metals
- Christian GoffCrypto Team · NationwideDigital assets
Trusted by families and business owners for three decades.
Client statements reflect individual experiences and are not a guarantee of future results.
Roger A. Rekate, CPA showed us the Deferred Sales Trust Strategy and we were able to save millions in taxes. Real estate planning for highly appreciated assets was completed for me and my partners.
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 has given us strategies and solutions holistically to implement.
Three connected practices behind every client.
Comprehensive strategy, proactive tax planning, and the software to see your whole picture. Our team keeps all three moving toward one plan.
Advisor Ink Financial
Comprehensive strategic planning that integrates tax, investment, real estate, estate, and succession strategy.
My Wealth & Tax Team
Proactive tax planning designed to reduce exposure and support the long-term wealth decisions most CPAs address too late.
Advisor Forever
Self-serve software for understanding your full financial picture: net worth, estate exposure, and retirement projection.
Advisor Forever, by Roger A. Rekate, CPA.
Roger's most-requested publication, free for the asking: strategies to increase your net worth, defer taxes on highly appreciated assets, and organize your finances. Includes access to the Advisor Forever software.
Free · No spam · Instant delivery
Schedule a consultation
Begin with a conversation.
A relaxed, confidential call to understand where you stand and whether we're the right fit. We listen first. You'll leave with a clear sense of your next step, whether or not you work with us.
Complimentary and confidential · About 30 minutes · No obligation
