Client-Centric Financial Planning

Our Team

 

Nicholas D. Rogers, LUTCF

Principal

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David K. Cote, CLU®, ChFC®

Financial Services Professional

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Scott Henyan

Financial Services Professional

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Terra Anciso

Customer Relations Specialist

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Trish Page

Licensed Administrative Assistant & Service Manager

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How We Work

 

Customized Financial Planning

A thorough financial analysis of assets, liabilities, cash flow and investments helps us identify a clear path to our clients' intended financial futures. Through Eagle Strategies LLC, we'll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our client's financial plans to ensure that they remain aligned with their stated objectives*.

*Financial planning and investment advisory services are provided by Nicholas Rogers, a Financial Advisor of, and through Eagle Strategies LLC, a Resigstered Investment Adviser.

Needs-Based Planning

Not everyone is in need of comprehensive financial planning services, and that’s perfectly fine. We’re happy to work with clients on a single-issue basis based on their specific need to help them meet their insurance and financial objectives. Our insurance and financial services often involve things like mutual funds*, life insurance, disability insurance, long term care insurance, 401(k) rollovers, and more. Whether you need help with one thing or many, we’re here for you.

Services and Products

"Planning is bringing the future into the present so that you can do something about it now."

Alan Lakein

Our Advantage

 

Technology

Our financial planning clients utilize a cutting-edge wealth management platform that gives them insight into their financial well-being throughout every stage of life. This is the personalized, high-impact planning experience you’ve been looking for.

Resources

We are proud to offer Eagle Strategies LLC, a Registered Investment Adviser, and New York Life company, and the New York Life Insurance Company. As New York Life Agents, we have exclusive access to New York Life's Advanced Planning Group for advanced planning services for our clients whether it is trust or estate planning. With our affiliations we are able to provide our clients with some of the best resources in financial planning and insurance and financial services.

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Upcoming Events

 

Here at Rogers Financial Group, we host a variety of events, both in our office and in the community. Our educational and sales seminars, geared toward our clients and other third-party professionals, are a fantastic way to learn about relevant and important insurance and financial topics.

Client Portal

 

Address Change Form

Bank Service Form

Check-O-Matic
Request Form

Client Login

Contact Us

 

Our Location

1425 Lakeside Court
Yakima, WA 98902

General Office Location

601 W Riverside Ave, Suite 1600
Spokane, WA 99201

Get in Touch

Scheduling: Terra (509) 494-7832
Service: Trish (509) 494-7814
Fax: (509) 210-0387

Schedule an Appointment