Mark Rogers has helped individuals and families with financial planning since 1996.  He will help you map out a financial strategy to match your 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 advisor can help keep you on track along the way. Our goal is to help you so you don't have to worry about paying for college or retiring with confidence. The KEY is a savings and investment plan that you stick with over time, even with the inevitable ups and downs of the stock market.

We can sit down together to evaluate your current financial situation and think through your financial goals. Together, we will strategize a financial plan for the realization of your goals, and put together a portfolio or investment strategy that matches your risk tolerance and time horizon. It's exciting to project ahead to see where you can be financially, if you continue a disciplined investment approach over time.

Some of the services we offer:

  • Tax -Advantaged Investment Strategies
  • Pre/Post Retirement Planning Strategies
  • College Funding Strategies
  • Long Term Care Insurance and Self-Funding Options 
  • 401k and IRA Rollovers 6) Insurance and Investment Services