Broker Check

Rogers & Kirby, Inc.


"Lighting the way with inspiring financial strategies to a life of value."

Our Vision: We help people make optimal decisions about their money so they can live their lives consistent with their personal core values.

As Registered Representatives of United Planners, we are able to offer a full range of financial services from a team of professionals. Our goal is to provide our clients with inspiring financial strategies, based on a comprehensive understanding of what is truly important to each individual. This approach enables us to assist our clients to live a life of real value.

Because many people regard financial planning* as complex and confusing, they often miss out on rewarding financial opportunities. They also may take unnecessary risks and fail to adequately protect their assets.

We develop and maintain a unique roadmap for each client, which takes into account their unique values, goals and circumstances.

We are deeply committed to developing long term relationships with our clients and providing each one with first class service. Our primary determining factor in accepting new clients is how serious that person is about their financial future. For that reason,we have no investment minimum for our clients to start a relationship with us.