When we first met Matt, our investments were spread out across a number of institutions with no clear plan. Matt helped us consolidate our accounts and put us on a clearer path to our goals with one unified strategy. His honest and thorough approach to explaining the areas we did not understand was a breath of fresh air and further cemented our decision to continue working with him.
Janet and Larry, Client
I have trusted Matt with all of my financial and insurance decisions over the past number of years. Being a small business owner and starting a family, it has been crucial for my family and my business that we have Matt to guide us on our journey. I have 100% confidence in Matt and that he will continue to provide us with knowledgeable advice that is in our best interest.
Mike Nicholas, Business Owner
Since we first started working with Matt, he has exceeded our expectations with his knowledge, passion, and genuine interest in our family’s well being and success. We are so thankful we were referred to him and will continue to recommend him to those closest to us.
Carol and Peter , Client
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.
I have worked with Paul over the past few years as we finalized the sale of our family business. His team’s attention to detail and his thorough understanding of the Life Insurance landscape made us feel confident we made the right choice. I have complete confidence that we found the right team to help us navigate this process.
John, Business Owner
I have been working with Paul Rogers and the team at Rogers Financial Services for several years now and would highly recommend them to any friend, family member or business associate. They are knowledgeable, professional and extremely thorough in their approach to each client’s specific needs.
Don, Business Owner
I really appreciate you taking the time to review all the information and assisting me in making an informed decision. Your care and concern for people is evident and I am so grateful that our paths have connected.
We Are Helping People Improve Their Financial Health
Whether your company is a start-up with few employees or large and well-established, you can offer attractive group benefit packages to your employees with access to a range of coverage, including life insurance, health, dental, and more.
Pension plans are a great way to help attract and retain employees, and there are more options and plan types now than ever before. Let us help you understand which option is best suited for your business and your employees.
Healthcare Spending Accounts
We can design a HCSA program to meet the needs of your employees and complement your current group benefits program — all the while being able to control the cost outlay to the business. Your employees use the funds for whatever eligible expenses are important to them.
Partnership Buy/Sell Protection
A buy/sell agreement insurance strategy determines what will happen to the shares of a business owned by a partner who passes away. It may mandate that the shares revert to a spouse or child, or it may require that the remaining partners buy the newly available shares. To ensure that capital is available to support a buyout, often partners will invest in a life insurance strategy.
Key Person Protection
We can design a strategy to protect you in your business partnerships, for example, with insurance contracts to compensate for losses arising from the death or extended incapacity of an important member of the business.
Long Term-Disability partner buy-out protection
Buy/sell disability insurance policies can be used to provide funds to one or more business owners to purchase the shares of the disabled partner or shareholder. A disability buy/sell insurance policy provides the funds used to complete the buy-out, while ensuring a fair price to the disabled shareholder or partner.
Planning for the succession of your business can be very complicated. We work to educate and assist business owners on how to successfully accomplish the transition process in a tax-effective way.