We are a premier, innovative retirement administration and consulting firm that strives to achieve results that exceed our clients’ expectations.Why Select Us

We are a premier, innovative retirement administration and consulting firm that strives to achieve results that exceed our clients’ expectations.

Through our commitment to OUR CLIENTS, we will:

  • Add maximum value to your business;
  • Be efficient, accurate and responsive in our service; and
  • Be skilled in handling the complex matters of our industry.

Through our commitment to YOUR PARTICIPANTS, we will:

  • Perform professional services with honesty, integrity and care;
  • Be responsive to needs and
  • Provide the tools necessary to build a safe and secure retirement plan.
Our goal is to make capitalists out of all your employees.
– Dale C. Rogers, Chairman, Rogers Wealth Group.

 

Rogers WealthGroup 40th Anniversary

Wealth Management

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Recordkeeping CertificationInvestment Advisory CertificationAdministrative Services Certification

 
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