Our Services

Rogers Financial Services works mainly with affluent families with substantial assets who are retired or nearing retirement and are looking to build and preserve their wealth. We will help each client map out a financial strategy to help them with their own unique needs, goals and concerns, because no two people or families are alike. Everyone needs a comprehensive financial and retirement PLAN, and a trustworthy and competent PLANNER. Our goal is to help you so you don't have to worry about your financial security when you retire.

We can sit down together to evaluate your current financial situation and think through your specific financial goals. Together, we will strategize a FINANCIAL PLAN for the realization of your goals. Finally, we will devise a specific portfolio strategy that is appropriate for the execution of your plan.

Some of the services we offer: 1) Tax Advantaged Investment Strategies 2) Pre/Post Retirement Planning Strategies 3) Estate Planning Services 4) Long Term Care Insurance and Self-Funding Options 5) 401k and IRA Rollovers 6) Insurance and Investment Services 7) College Gifting Strategies