In 2001, Mark Rogers left the corporate technology world to start his own practice of helping families and Retirees put some measure of SECURITY and CONTROL in their lives against FINANCIAL RISK.

With the many Families, Executives and Retirees over the years that have put their trust in Mark Rogers to provide these Insurance Contracts, Mark- in turn—believes that he should be there to SERVE these same Clients as life continues to change over time. Mark enjoys reaching out to his Clients at least ANNUALLY to see if there are improvements based on changing life circumstances.

Mark enjoys working with Clients who:

  • Love their Family
  • Love and enjoy living life
  • Have planned what they could for their Retirement
  • Don’t want to lose those Retirement Savings to the IRS or Institutional losses
  • Want to have Security & Control in their Retirement years
  • Enjoy learning and exploring new retirement concepts and strategies
  • Don’t want to be worrying about financial matters in their 80’s