Rogan Rosenberg & Associates

At Rogan and Associates, we've built our reputation on a foundation of decades of experience and a genuine commitment to helping individuals achieve financial peace of mind. We understand that financial planning is deeply personal and that every client's journey is unique. Our team of expert financial planners takes the time to get to know you, your goals, and your concerns, crafting personalized strategies that address your specific needs.

Our Approach: Collaborative and Tailored

We believe that the best financial plans are collaborative efforts. We work closely with our clients, acting as trusted advisors who guide and support them through every step of the process. Rather than imposing a one-size-fits-all approach, we take the time to understand your individual circumstances, aspirations, and risk tolerance. This allows us to develop flexible plans that are designed to evolve with your life, adapting to changing circumstances and opportunities.

A Comprehensive Range of Financial Planning Services

Our comprehensive suite of services encompasses all aspects of financial planning, providing you with a holistic approach to managing your wealth. We offer expertise in:

• Financial Goal Setting and Strategy: Identifying your short-term and long-term objectives, developing a roadmap to achieve them, and staying focused on the path to success.

• Investment Management: Crafting diversified investment portfolios tailored to your risk profile and financial goals, leveraging market opportunities while mitigating potential downside risks.
• Retirement Planning: Helping you secure a comfortable and financially stable retirement by projecting your future needs, optimizing savings strategies, and exploring income options during retirement.

• Estate Planning: Ensuring the efficient transfer of assets to your beneficiaries according to your wishes, protecting your loved ones' financial well-being, and minimizing potential estate taxes.
• Tax Planning: Strategically managing your tax obligations throughout the year, minimizing your tax burden legally and efficiently, and maximizing your after-tax income.
• Risk Management: Identifying and mitigating potential financial threats, such as illness, disability, or unforeseen events, helping you protect your financial security and peace of mind.

Your Trusted Partner in Financial Wellness

At Rogan and Associates, we are more than just financial planners; we are your partners in financial wellness. We are dedicated to providing clear, concise, and personalized advice, guiding you through complex financial decisions with confidence and transparency. We believe that financial success is a journey, not a destination, and we are here to support you every step of the way.