ABOUT US

Rogers Financial Services offers a wealth of industry experience, and a long track record of success creating custom financial solutions.  From wealth management to insurance coverage, group benefits to risk management and succession planning, we’ll make sure you reach your goals.

Designing comprehensive solutions for your personal and business finances, we help you build the best future possible – for you, your family, and your business.

OUR VISION

We work hard to make you feel confident about your financial and investment plans. We'll design a custom solution that is goal-oriented, helping you reach the goals you have for yourself, and your business.

OUR MISSION

 

 

 

Our recommendations are based on a combination of proven financial planning principles and strategies that are designed in your best interest. We build trust and do our best to eliminate the mysteries of insurance and investments. 

With sound advice and a focus on risk management strategies, we’ll help you confidently explore opportunities you’ve never considered. Each solution is one of a kind, just like you. We are comfortable outside of the conventional box, which means that we will proactively find contemporary solutions that suit your lifestyle and long term goals.

“When I started seeing Mimi, we started really small — life insurance policies for my wife and I. It quickly became obvious that I need her opinion on every action I make for my business.”

— Andrew