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.

Horseshoe Bend, Page, AZ. Photo by Kevin C.