Rogan and Associates creates financial plans that are designed to grow and change with your life. By building personal relationships with our clients, we help them reach the goals they have today, help them manage the surprises that may come tomorrow, and strive to keep them on course to achieving their life goals.
We call it Financial Planning for Life™.
For individuals, services include consultation on a number of issues including:
- Estate planning and wealth transfer strategies;
- Retirement accumulation and distribution strategies;
- Asset/creditor protection;
- Tax reduction;
- Insurance analysis and review,
- College funding, and
- Other, as needed.
For businesses, service may include consultation on:
- Retirement plans,
- Funding for buy/sell agreements,
- Tax reduction strategies, and
- Other, as needed.
We have 3 locations for you convenience:
MAIN OFFICE
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695
Phone: (727) 712-3400 / (866) 77-WEALTH or (866) 779-3258
Fax: (800) 393-1877
BRANDON/EAST TAMPA OFFICE
One Highland Oaks, 10150 Highland Manor Drive, Suite 204, Tampa, FL 33610
Phone: (866) 779-3258
Fax: (800) 393-1877
SARASOTA OFFICE
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone: (866) 779-3258
Fax: (800) 393-1877
Company Details
- Employees
- 12
- Founded
- -
- Address
- 200 9th Avenue North, Suite 100,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financialplanningforlife.com
- HQ
- Safety Harbor, FL
Rogan & Associates, Inc. Questions
Rogan & Associates, Inc.'s website is financialplanningforlife.com
Rogan & Associates, Inc.'s LinkedIn profile is https://www.linkedin.com/company/rogan-&-associates
Rogan & Associates, Inc. has
12 employees.
View email and phone details for 12
employees at Rogan & Associates, Inc..
Rogan & Associates, Inc.'s industry is
Financial Services
Rogan & Associates, Inc.'s top competitors are
Mfp Financial Services,
Foo Dog Productions, Inc.,
Lifeguide Financial Advisors, Llc,
Megaplast Group,
Agt Engineering & Services,
Rogan Associates S.a.,
True Wealth Design,
Ecosystem Investment Partners,
Edward Rogan & Associates Llc,
Round Rock Advisors Llc.
Rogan & Associates, Inc.'s categories are Financial Services
Rogan & Associates, Inc.'s founding year is 1997
