Our Firm

OUR MISSION: To help clients reach their financial goals, by striving to maintain honesty and integrity in doing what is in the client`s best interest, and not what is in our best interest.

Rogers Financial Services specializes in working with affluent families with substantial assets who are retired or nearing retirement and are looking to build and preserve their wealth.  We also help clients with gifting strategies to help their children or grandchildren through college. Finally, we help people in making smart estate planning decisions so they can pass on what they want, to whoever they want, in the shortest period of time.

We help people wade through all of the information and misinformation about investing. We help people deal with the "emotion" of investing in order to help them not to have to worry about their financial security when they retire. Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. We can discuss the different types of risks, including the risk of not being able to keep pace with inflation with current investments.

Our goal is to help take the mystery out of investing, life insurance, preparing for retirement, and preserving your wealth. By helping people acquire the information needed to pursue their financial goals, we hope to establish and maintain long and trusted client relationships. Please contact us with any questions or to schedule a free consultation at: phone (630) 369-2350, or e-mail us at mark@rogersfinancialservices.com