Our Retirement Plan Services Group strives to offer you the best value for your money....
Find out about
our ESOP/KSOP plans
Our fee-only RIA was established in late 1994 with Dale C. Rogers, now Chairman & CEO, the only Investment Advisor Representative (IAR), and has grown to six IARs today! Today, Craig C. Rogers is President & COO of the group that now provides Collaborative Wealth Management Services for affluent clients, and complete investment services for retirement plans (qualified and non-qualified), trusts, endowments, and institutions.
Whether you are anxious to find a new advisor or you need a second opinion regarding your current financial plan, our collaborative Wealth Management Process and Investment Management Process will likely leave you feeling more confident and relieved. A traditional “sales” approach had been replaced by Discovery Meeting, whereby we evaluate your current situation and run a complete diagnostic to evaluate whether or not you are on track to achieve your goals.