Alpha UMi Financial

Alpha UMi Financial Leveraging Wall Street experience to empower our clients to take better control of their finances Founder, Jack C.

Rogers, CFA, combines his experience as an entrepreneur with the full resources of his firms, Alpha UMi Financial and Clarity Accountants, LLC, to help business owners take control of their balance sheet—and align their business assets with personal financial goals. Through a hands-on approach to wealth planning, tax strategy, and financial management, I empower entrepreneurs to make smarter, more

confident decisions. As a CFA Charterholder with an Executive Master of Science in Financial Statement Analysis and Securities Valuation, he offers the technical expertise and real-world experience to deliver comprehensive financial guidance tailored to business owners. One of his core specialties is business valuation. Whether you're preparing for a buy/sell negotiation, establishing your "walk-away" number, or planning your exit strategy, he provides clear, data-driven valuations to support confident decision-making. He also works closely with clients to increase their company’s enterprise value using market insights, detailed analysis, and proven growth strategies.

01/13/2026

Tax planning only works when it is coordinated with financial planning. One without the other leaves money on the table.

Alpha UMi Financial founder, Jack C. Rogers, CFA, had a great conversation with Gary Wayne of A1 Solutions International...
10/24/2025

Alpha UMi Financial founder, Jack C. Rogers, CFA, had a great conversation with Gary Wayne of A1 Solutions International about where wealth, M&A, tax planning, and AI are all heading.

We talked about how technology is changing the way business owners build value, prepare for exits, and think about financial independence in today’s fast-moving world.

Check it out
🎧 https://youtu.be/buyakBJcVqk

In this episode of Wise Tech for Wise Money, Gary Wayne (AI A1 Solutions) interviews Jack Rogers, CFA (Alpha UMi Financial). Jack shares his journey from ear...

09/29/2025

Insurance isn’t just protection with the right design, it can also create deductions, build cash value you own, and grow tax-advantaged.

09/15/2025

Cost segregation for real estate investors: accelerate depreciation, maintain ownership, free up cash flow. A pure play 3 Pillars strategy.

09/12/2025

Business vehicles aren’t just transportation. With the right approach, they check all 3 boxes: Deduction, Ownership, and Income efficiency.

09/11/2025

Entity structure matters: the right setup (S-Corp vs. LLC) can unlock deductions, keep control, and reduce tax drag year after year.

09/10/2025

Tax planning ≠ spending money you don’t have. It’s about re-positioning dollars you already spend so they work across all 3 Pillars (1. Tax deduction, 2. Asset ownership/control, 3. Wealth creation).

Send a message to learn more

09/09/2025

The Augusta Rule: rent your home to your business for up to 14 days tax-free. Deduction for the business, you control the asset, money in your pocket.

09/08/2025

Too many business owners leave retirement plans on autopilot. A Solo 401(k) or cash balance plan can hit all 3 Pillars: Deduction today, You control the plan and its assets, and Growth for tomorrow.

09/05/2025

Section 179 & bonus depreciation: Deduct equipment now, own the asset, and put it to work. A textbook 3 Pillars strategy:

1.) Current year tax deduction,
2.) You own or control the asset,
3.) It makes you money

09/04/2025

Tax planning isn’t a once-a-year April problem — it’s a year-round
opportunity. The right strategy should (1) Save you tax dollars in the current year, (2) Keep you in control of your assets, and (3) Make you money.

12/16/2024

📊 Do you have a tax plan? If not, you could be leaving money on the table. We simplify tax planning with strategies that:

➡️ Save you money this year
➡️ Build wealth for tomorrow
➡️ Keep you in control of your financial future

We can help you optimize your taxes before 2024 ends.

Address

New York, NY
10017

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 12pm - 6pm

Telephone

+16469260772

Website

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