Focus. Purpose. Collaboration.
Your life’s road trip starts with you, where you are today and what’s important to you right now. You share with us your unique needs, wants, your desires, and circumstances. Our team then builds your financial roadmap, putting your interests at the pinnacle of our purpose, and remaining accountable to you throughout your life’s journey.
With over 22 years of experience, the Rodgers Wealth Management team has the expertise to develop effective financial road maps that serve your unique needs. Working within the scope of your criteria, our plan is a dynamic, integral and real part of your everyday life—a true log of your daily adventures and triumphs. From that first job, first home purchase, and first child’s birth through to mid-career and retirement, we have been there for many families, business owners, and individuals, helping them realize their goals and make those dreams a reality.
We constantly strive to be your partners, providing guidance and expertise to lighten your burden, place a hand on the wheel, and collaborate with you while you chart, explore, and watch your life’s journey unfold. So buckle up, and start your engines…
“Thanks for your great service and we truly trust your judgment and are glad you are looking out for us. Thanks again!”
–Fred and Rae B.