Two Room Schoolhouse

Mark Rogers has visited with hundreds of families over the course of the past 20 years, and he found out that middle-income families desire to have minimal worries and concerns, less complications in retirement, and more enjoyment with the plans and goals they have dreamed to do.

Mark has built simple and easy-to-understand teaching style that makes it fun and engaging as we seek to build more security and control into our planning. Mark also brings in GUEST Teachers to provide further guidance and answer questions from the Students.

He has served since 2008 inside of NAIFA (National Insurance and Financial Association), is a Certified LTC Specialist since 2009, and is currently testing for the Retirement Income Certified Planner designation in 2023.