Guiding principles

Independent Advice

Rogers Group Financial (RGF) is an independent financial services firm owned and operated by its financial advisors. We are not a financial institution and do not represent any single bank, trust company, life insurance or investment firm. Nor are we associated with, or have to answer to, a larger parent company.

Experienced, Professional Advisors

Our advisors are professionally qualified with one or more accreditations and an average of over 15 years of experience in the financial services industry. We take a long-term view to financial planning and building strong client relationships.

Comprehensive Planning Approach

Every client situation is unique and we recognize that there is no one-size-fits-all solution. Our disciplined strategic process starts with thoroughly reviewing your current financial position. The more we know about your financial concerns, goals and objectives, the better we can serve you.

We then invest the time to examine the opportunities available to you and identify potential risks. After analyzing your situation, we create a written financial plan, or “Road Map”, to outline the steps required to achieve your personal objectives.

Independent Implementation

As investment advisors, portfolio managers and insurance agents, RGF advisors are fully qualified to implement comprehensive solutions. Our independence allows our advisors the freedom to compare available alternatives in the marketplace and recommend what we believe is the best financial plan for your unique circumstances.

Ongoing Commitment

We’ve built our reputation on our commitment to providing consistent, quality service through periodic reviews, comprehensive reporting and close monitoring of our clients' plans.

"We are very satisfied. We count ourselves lucky to have encountered this firm when we did.”

Graham & Rosemary K.