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Mark A. Rogers
Financial Advisor

1100 Bay Area Blvd.
Houston, TX 77058
Phone:
  • (281) 998-6403
Fax:
  • (281) 488-2397

Full Service Financial Planning, Asset Management & Risk Mitigation Services

Helping to preserve your hard earned money while working together to grow it

Investment Professionals, Inc. (IPI) seeks to bring investment, insurance and education, retirement, estate and tax planning strategies into one financial plan to help maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. In roles of both analyst and coach, we recommend tailored, practical solutions, explain complex issues and guide clients through implementation.

Regular check-ups for good financial health


Performance monitoring and maintaining an asset allocation** in line with your changing investor profile is central to our role. Your financial consultant will keep you informed of progress toward your goals and show you how much investment income you’ll have under different spending, saving and allocation scenarios over time – and if you’ll have enough.

Benefit from the brain power of the entire IPI team

In developing and refining your personalized financial plan, your financial consultant often works with IPI colleagues firm wide to bring our full range of resources to bear in support of your goals. Our more than 20-year record of client focus has been possible because we go the extra mile for our clients.

Risk-managed financial strategies for individuals and business owners

Our best practices comprehensive approach to financial planning is designed to help manage risk. We can provide individual services or conduct comprehensive planning based on your preferences and comfort level.

 

 

* Alternative Investments, including hedge funds, commodities, and managed futures involve a high degree of risk, often engage in leveraging and other speculative investments practices that may increase risk of investment loss. Alternative investments can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds. They often charge higher fees, which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.
 

** Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

 

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Calculators

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck