Giving back to the community is one of the core values upon which Smith Rogers Financial is founded. We’re not afraid to roll up our sleeves and get our hands dirty by joining the front lines to give time, money and effort where it is needed.
Category: Who We Are
Mission, Vision, & Values
How do we ensure that we’re providing the best financial advice possible for you, our customer? Simple: We put ourselves in your shoes so that we can understand life from your perspective.
Our goal is to truly understand your wants, needs and challenges. When we are on the same wavelength, then we are able to work together to craft a plan that works for you.
At Smith Rogers, our mission is straight-forward: We will help you simplify your life by giving you the financial advice you need. We make ourselves available as a resource that you can call for reliable and expert support.
Last but certainly not least, our service is all-encompassing; we take the big picture into account and work steadfastly on your behalf to ensure that all items on the list are checked.
Our Team
The value that we provide as financial planners isn’t isolated to a series of tasks; we deliver comprehensive solutions that address the big picture. We go the extra mile by taking the time to consider how each service relates with one another.
By working closely together with you, we are able to understand you through and through. We invest ourselves in recognizing your short term and long term goals so that we can anticipate new opportunities as they evolve, or even proactively offer guidance to lead you through any stormy financial situations that you may encounter.