You may not be able to change many of life’s problems, but you can change

How you Face Them.

Need a Financial Consultant?

You may not be able to change many of life’s problems, but you can change

How you Face Them.

What we do

Planning for the unexpected

Business Exit Strategy

Most business owners are people with a dream who are willing to do whatever it takes to make their dream a reality. They work hard to start their business and to see their dream become a reality of success. Often, it is not until they began to approach retirement age that they begin to think about their exit strategy.

College Planning

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Retirement Planning

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Life Insurance

We approach life and investment planning from a perspective grounded in knowledge and keen insight into the ever-growing maze of financial services. For more than 40 years, our clients have received one-on-one guidance tailored to help meet their specific short-term and long-term goals

Business Protection

Opening your own business is typically a lot of work and can be financially, physically and emotionally draining. Have you carefully examined each of these areas of your life and evaluated the potential cost?

Kathy P. Rogers

Life Planner

“The process of planning for the unexpected begins with a conversation. I want to get to know you – your dreams, your goals, your passions. I want to know what makes you who you are. My goal is to listen, then help you design a plan that aligns with all these things as well as your budget.”

Marston Rogers Group

Kathy Rogers is owner and VP of Marston Rogers Group, a financial services and life insurance business. As a Life Planner, her passion is to help individuals and businesses review where they are, then help them design and implement life and retirement plans as well as business exit strategies. Through proper planning and execution, the financial anxiety surrounding life goals and retirement can be greatly reduced.