Business Details
Your Trusted Partner for Financial Planning Solutions
Rogan & Associates has built a reputation for delivering practical and adaptable financial planning solutions. Our veteran team of professionals brings decades of industry experience to help clients achieve financial peace of mind through personalized strategies. We prioritize building lasting relationships, ensuring our plans evolve alongside clients' changing lives and goals. Our commitment to staying ahead of industry developments allows us to provide timely guidance through dynamic market conditions. With offices in Florida and Texas, we serve clients nationwide while maintaining a focus on individualized service.Our team includes certified financial planners and compliance experts dedicated to ethical practices and client education. Through regular blog updates and exclusive workshops, we empower clients with knowledge to make informed decisions. Our approach combines technical expertise with a deep understanding of personal financial challenges, ensuring clients remain on track to meet both immediate and long-term objectives.
Services
Financial Planning
Retirement Planning
Estate Planning
Compliance Services
Financial Workshops
Highlights and features
- We have decades of experience in financial planning and wealth management.
- Our team builds personalized plans that adapt to changing life circumstances.
- We provide ongoing educational resources through our industry blog and workshops.
- Our compliance experts ensure all strategies meet regulatory standards.
- We maintain direct client relationships with transparent communication.
Services
Financial Planning
Our financial planning service creates customized strategies to help clients achieve their financial goals. We analyze current financial status, future projections, and risk tolerance to develop comprehensive plans. Clients receive ongoing support to adjust strategies as life circumstances change.
Retirement Planning
This service focuses on building sustainable retirement income streams through tax-efficient strategies. We help clients optimize Social Security benefits, manage 401(k) plans, and establish retirement accounts. Our planners ensure clients maintain financial stability throughout their retirement years.
Estate Planning
Our estate planning service protects clients' assets and ensures proper distribution to beneficiaries. We coordinate wills, trusts, and power of attorney documents while minimizing tax implications. This service helps clients create lasting legacies according to their wishes.
Compliance Services
These services ensure financial strategies adhere to current regulations and industry standards. Our compliance team monitors regulatory changes and implements necessary adjustments. Clients receive regular audits and documentation support to maintain proper compliance.
Financial Workshops
Our workshops provide clients with essential financial knowledge through interactive learning experiences. Topics include investment strategies, tax planning, and retirement preparation. These sessions combine expert instruction with practical applications for real-world financial management.
People
Michael Rogan
President & Founder
Michael Rogan founded Rogan & Associates with over 30 years of financial planning experience. He specializes in retirement strategies and has developed educational programs for clients nationwide. His approach emphasizes long-term relationships and adaptive financial solutions.
Jason White
Financial Planner
Jason White provides personalized financial planning services with a focus on investment management. He holds multiple industry certifications and helps clients build diversified portfolios. His client-centered approach ensures tailored solutions for various financial situations.
Ed Foss
Chief Compliance Officer
Ed Foss oversees regulatory compliance and risk management for Rogan & Associates. With extensive experience in financial regulations, he ensures all client strategies meet industry standards. He also serves as a financial planner for select clients.
Adam Lucke
Financial Planner
Adam Lucke specializes in estate planning and wealth transfer strategies. He helps clients protect assets through customized trust arrangements and tax-efficient solutions. His expertise includes intergenerational wealth planning and charitable giving strategies.
Dan Huehn
Financial Planner
Dan Huehn focuses on retirement income planning and tax optimization strategies. He assists clients in maximizing Social Security benefits and managing pension distributions. His approach combines technical expertise with practical financial guidance.
Questions
What financial planning services do you offer?
We offer comprehensive financial planning, retirement strategies, estate planning, compliance guidance, and educational workshops tailored to individual client needs.
How do you personalize financial plans?
We build customized strategies through detailed consultations, analyzing your current financial status, goals, and risk tolerance to create adaptable plans.
Do you provide ongoing financial education?
Yes, we offer regular workshops and maintain an industry blog with updates on financial planning topics and market developments.
What areas do you serve?
We serve clients from our Florida offices in Safety Harbor, Tampa, and Lakewood Ranch, as well as our Addison, Texas location.
