Financial Planning Today For A Better Tomorrow
I help individuals and families deal with the fear of investing, helping them plan for their major financial goals of college funding, retirement, or other causes that may be dear to them. I will help develop a financial and estate plan for them that not only builds and preserves their wealth but also serves as a blueprint for reaching all of their financial and lifestyle goals.
I help small businesses with low-cost 401k or similar retirement plans, to help the business owner attract and retain quality employees, and the employees with a retirement plan offering quality mutual funds.
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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member FINRA & SIPC. Rogers Financial Services is independent of ProEquities, Inc.
Keywords: retirement planning, investments, annuities, mutual funds, insurance, estate planning,stocks, financial planning
Interview Q&A
How long have you been in business?
Since 1996 in the financial services field
What is your primary product or service?
Retirement planning for those approaching or already in retirement, and college funding for parents concerned about the high price of college for their children.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I am a former teacher. I changed careers in 1996 because I wanted to help educate people on how to reach their retirement and financial goals. Helping others plan and build toward their financial goals is most gratifying to me.
How do you differentiate yourself from other businesses in your category and area?
I work with an independent broker dealer, so I am able to offer completely unbiased advice. Clients view me as trustworthy and honest, and someone who advises based on what is in the client's best interests.
How many locations do you have and do you have plans to expand?
We are located at 800 W. Fifth Avenue, Naperville, IL 60563 (the street behind Naperville North High School)
Provide detailed directions to your location
Our office is in Naperville, IL. If you take Ogden Ave., you would turn south onto Royal St. George Street, which turns into Fifth Avenue (the street behind Naperville North High School). We are at 800 W. Fifth Avenue, in suite 205L.
What type of payments do you accept?
Check only
Which areas do you service?
We serve mainly the Chicagoland area, and also have many clients in other states.
Who owns your company or runs daily operations?
Mark Rogers
What are your hours of operation?
M-F: 8:00AM to 5:00 PM (after-hours by appointment)
Sat. and Sun. (by appointment)
What is the best compliment anyone can give you?
The best compliment from my clients is an introduction to meet with their friends or family.
What is your favorite quote or Bible verse?
"Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all the times you can. to all the people you can, as long as ever you can." (Charles Wesley)
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