801 803-4650

Retirement should feel like freedom,

not a full-time job.

Leave The Planning To Us

SCHEDULE A COMPLIMENTARY CONSULTATION

Retirement should feel like freedom,

not a full-time job.

Leave The Planning To Us

SCHEDULE YOUR COMPLIMENTARY CONSULTATION

Why Independent Matters

You've spent decades building what you have. The last thing you need now is someone with a product to sell.

Rogers Financial is independent. We're not tied to any one company, and we don't work on quotas. Every recommendation starts with your goals, not ours. That's not a footnote for us - it's the whole point.

Welcome To Rogers Financial

We Have 7 Core Values to Ensure a Successful Retirement

In a world where it seems there may be a financial professional on every corner, we strive to be a leader in our planning methodology and our client experience.

Clients First

Every recommendation starts with your goals, not ours.

Trust

We tell you what's true, including the limits of what we can promise.

Professionalism

We show up prepared, and we follow through on what we say.

Teamwork

You get more than one person's judgment on your plan.

Accountability

If something isn't working, we tell you, and we fix it.

Excellence

We keep learning so our advice keeps up with the rules and the markets.

Community

We're your neighbors in Salt Lake City and Scottsdale, not a call center.

Marc S. Rogers

– Founder of Rogers Financial

Welcome To Rogers Financial

We Have 7 Core Values to Ensure a Successful Retirement

In a world where it seems there may be a financial professional on every corner, we strive to be a leader in our planning methodology and our client experience.

Clients First

Every recommendation starts with your goals, not ours.

Trust

We tell you what's true, including the limits of what we can promise.

Professionalism

We show up prepared, and we follow through on what we say.

Teamwork

You get more than one person's judgment on your plan.

Accountability

If something isn't working, we tell you, and we fix it.

Excellence

We keep learning so our advice keeps up with the rules and the markets.

Community

We're your neighbors in Salt Lake City and Scottsdale, not a call center.

Marc S. Rogers

– Founder of Rogers Financial

About The Rogers Financial

Rogers Financial and Insurance Services, LLC has been locally owned and operated in Salt Lake City, UT since 2013. With now adding a new location in Scottsdale, AZ. Rogers Financial was founded on a few simple principles:

• We do what's best for our clients; an educated client makes the best financial decisions.

• Lead with forward thinking and guide through leadership.

We are truly independent, meaning we don't have any sales quotas or extra incentives for choosing some products and services over others. Our recommendations are based entirely on the client's goals and objectives. To accomplish this, we provide customized strategies and solutions that give a clear understanding of one's retirement future.

We are a group of professionals with different experiences and backgrounds. We proudly take the TEAM approach when working with our clients. This means that each client is not relying on the advice of just one individual. At Rogers Financial, we want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Lastly, we are all about family. It is important to us that when you call in, a real person answers the phone. We know you're calling because it's important, and we want to help you as soon as we can; we do what's best for our clients.

1,452+

Happy Clients

3,452+

Plans Created

20+

Years of Experience

About The Rogers Financial

Rogers Financial and Insurance Services, LLC has been locally owned and operated in Salt Lake City, UT since 2013. With now adding a new location in Scottsdale, AZ. Rogers Financial was founded on a few simple principles:

• We do what's best for our clients; an educated client makes the best financial decisions.

• Lead with forward thinking and guide through leadership.

We are truly independent, meaning we don't have any sales quotas or extra incentives for choosing some products and services over others. Our recommendations are based entirely on the client's goals and objectives. To accomplish this, we provide customized strategies and solutions that give a clear understanding of one's retirement future.

We are a group of professionals with different experiences and backgrounds. We proudly take the TEAM approach when working with our clients. This means that each client is not relying on the advice of just one individual. At Rogers Financial, we want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Lastly, we are all about family. It is important to us that when you call in, a real person answers the phone. We know you're calling because it's important, and we want to help you as soon as we can; we do what's best for our clients.

1,452+

Happy Clients

3,452+

Plans Created

20+

Years of Experience

Our Services

What Service We Offer

Income Planning

Will your money last as long as you do? We can help you plan your income and make the most of your retirement savings.

Wealth Management

At Rogers Financial, we take a comprehensive and individualised approach to wealth management.

Life Insurance

If something happened to you, would your family be okay? We help you make sure the answer is always yes.

Annuities

If market swings keep you up at night, there's another way. An annuity is simply a contract that can turn part of your savings into income you can't outlive. We'll walk you through whether one fits your plan — and if so, which kind — in plain terms, before you sign anything.

Retirement Planning

We focus on simplifying complex retirement and financial planning issues to make sure you’re getting the most out of your hard-earned money!

Estate Planning

You didn't just build savings; you built something to pass on. We help you put a plan in place so that what you've earned goes where you want it to go, to the people and causes you care about, with as little confusion or cost as possible.

MAKE AN APPOINTMENT

Our Services

Your Customized Plan

MAKE AN APPOINTMENT

Retirement Income Planning

Will your money last as long as you do? We can help you plan your income and make the most of your retirement savings.

Wealth Management

At Rogers Financial, we take a comprehensive and individualised approach to wealth management.

Life Insurance

If something happened to you, would your family be okay? We help you make sure the answer is always yes.

Annuities

If market swings keep you up at night, there's another way. An annuity is simply a contract that can turn part of your savings into income you can't outlive. We'll walk you through whether one fits your plan — and if so, which kind — in plain terms, before you sign anything.

Retirement Planning

We focus on simplifying complex retirement and financial planning issues to make sure you’re getting the most out of your hard-earned money!

Estate Planning

You didn't just build savings; you built something to pass on. We help you put a plan in place so that what you've earned goes where you want it to go, to the people and causes you care about, with as little confusion or cost as possible.

Our Team of Dedicated Professionals

Marc S. Rogers

Founder

CA License# 0G23277

Christopher Joswick

Operations

CA License# 8444461

Brandon Bickler

VP of Operations

AZ License # 6839082

Christopher Joswick

Operations

CA License# 8444461

Brandon Bickler

VP of Operations

AZ License # 6839082

Client Feedback

What People Are Saying

Susan Garner

Retiree

Marc and his team helped my husband and I build a retirement plan that has helped us sleep at night.

Mark Edwards

Retiree

I have worked with Marc for about 5 years and his team has been extremely professional and helpful.

Nancy Spears

Retiree

Marc is kind and professional. I have referred him to a lot of my friends and colleagues.

FAQ's

How much in retirement savings do I need to have to work with you?

At Rogers Financial, we work with people in many different scenarios. There is no dollar amount minimum but we do ask that you have began saving for retirement before requesting a meeting.

What if I already have an advisor or professional that is currently giving me advice, why should I work with you?

It never hurts to get a second opinion. At Rogers Financial we pride ourselves on the education we can deliver to you and your family.

Do you work with an Attorney and/or CPA, and do you have access to other resources to help me?

Of course! We feel that proper planning can only be done with a holistic approach. We have partners that can assist with all of your tax and/or legal concerns.

What happens at the first appointment when we meet with you? Do I need to bring something?

Our first meeting will be in person or via phone/zoom, in this meeting we will discuss your needs and objectives as well as your goals for your retirement. It is a good idea to have available your most recent investment statements and other financial related documents. (taxes, will, trust, etc.)

What do you charge for meetings?

We do not charge a fee for your initial discovery meeting. We are here to provide information. If you decide to work with us and there is a fee for doing so, we will make sure you know that ahead of time.

Where do we do our first meeting?

Your discovery meeting can be held in one of our offices, in your home, or via phone/zoom.

FAQ's

How much in retirement savings do I need to have to work with you?

At Rogers Financial, we work with people in many different scenarios. There is no dollar amount minimum but we do ask that you have began saving for retirement before requesting a meeting.

What if I already have an advisor or professional that is currently giving me advice, why should I work with you?

It never hurts to get a second opinion. At Rogers Financial we pride ourselves on the education we can deliver to you and your family.

Do you work with an Attorney and/or CPA, and do you have access to other resources to help me?

Of course! We feel that proper planning can only be done with a holistic approach. We have partners that can assist with all of your tax and/or legal concerns.

What happens at the first appointment when we meet with you? Do I need to bring something?

Our first meeting will be in person or via phone/zoom, in this meeting we will discuss your needs and objectives as well as your goals for your retirement. It is a good idea to have available your most recent investment statements and other financial related documents. (taxes, will, trust, etc.)

What do you charge for meetings?

We do not charge a fee for your initial discovery meeting. We are here to provide information. If you decide to work with us and there is a fee for doing so, we will make sure you know that ahead of time.