Business Details
18 Years
experience
Your Trusted Financial Planning Partner in Safety Harbor, FL
With decades of experience in the financial planning industry, our veteran team of advisors prioritizes practical, adaptable strategies that evolve with clients' lives. We build personal relationships to help individuals and families achieve financial peace of mind through customized plans focused on long-term success. Our independent approach ensures recommendations are tailored to each client's unique needs, emphasizing transparency, flexibility, and trust.We measure our success by our clients' ability to navigate life's financial challenges confidently, supported by strategies designed to grow and adapt alongside their changing circumstances. Our commitment to education extends through workshops, cruises, and regular market insights to keep clients informed about evolving financial landscapes.
Services
Financial Planning
Retirement Planning
Estate Planning
Investment Advisory
Wealth Management
Details
- Year established: 2008
Highlights and features
- We offer decades of experience in personalized financial planning.
- Our flexible FPFL planning system adapts to life's changing circumstances.
- Independent recommendations prioritize your unique financial needs.
- Client-focused approach builds lasting relationships through trust and transparency.
- Comprehensive education through financial workshops and market insights.
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
Our Financial Planning for Life (FPFL) process creates comprehensive strategies tailored to individual goals. We help clients build, maintain, and protect wealth through personalized plans that evolve with life changes. Our consultative approach focuses on long-term success without pressure or urgency.
Retirement Planning
We develop customized retirement strategies considering current needs and future uncertainties. Our plans integrate estate planning elements to ensure wealth preservation and transfer according to client wishes. Regular reviews adapt strategies to changing market conditions and personal circumstances.
Investment Advisory
As independent advisors, we provide objective investment recommendations aligned with client risk tolerance and financial goals. Our strategies emphasize diversification and long-term growth while maintaining flexibility to adjust portfolios as market conditions evolve.
Financial Education
We offer educational resources including market analysis, economic outlooks, and financial planning workshops. Clients receive regular updates through our blog, podcast, and exclusive cruise seminars covering retirement strategies, investment trends, and estate planning techniques.
Compliance Services
Our compliance team ensures all financial planning activities meet regulatory requirements through rigorous internal controls and documentation processes. We maintain FINRA/SIPC membership standards while providing transparent reporting and ethical advisory practices.
People
Michael Rogan
President & Founder
With decades of industry experience, Michael founded Rogan & Associates to provide personalized financial planning focused on clients' long-term success. He leads the firm's strategic direction and client relationships.
Jason White
Financial Planner
Jason helps clients create customized financial plans addressing retirement, estate planning, and wealth management needs. He focuses on building long-term relationships through transparent, client-centered advisory services.
Ed Foss
Chief Compliance Officer
Ed oversees regulatory compliance and risk management while also providing financial planning services. His dual role ensures adherence to industry standards while maintaining client-focused operations.
Adam Lucke
Financial Planner
Adam specializes in developing comprehensive financial strategies that adapt to clients' evolving life circumstances. He emphasizes practical solutions for wealth preservation and retirement planning.
Dan Huehn
Financial Planner
Dan works with clients to create personalized financial roadmaps focusing on long-term stability and goal achievement. His approach combines technical expertise with practical, easy-to-manage planning solutions.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, estate planning, investment advisory, and wealth management tailored to individual client needs.
How do you work with clients?
Our consultative process builds personal relationships to create customized plans that evolve with clients' changing life circumstances and financial goals.
What areas do you serve?
We serve clients from offices in Safety Harbor, Tampa, and Lakewood Ranch, Florida, as well as Dallas, Texas.
How are you different from other firms?
Our independent approach focuses on practical, adaptable strategies without pressure or urgency, emphasizing long-term client success through transparency and personalized service.
Do you offer educational resources?
Yes, we provide market insights, financial planning workshops, and educational cruises covering retirement strategies and wealth management techniques.
Reviews (2)
Janice King
Dec 09, 2020
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Best financial advisor ever! They have done so well for me the past 15 years and I never have to worry, they've got it.
Rep DeLoach
Aug 13, 2016
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I have worked with the financial planners at Rogan and Associates for many years. They are true professionals in their dealings with their clients. Smart, capable, hardworking, honest and thorough. They are not looking to sell you something but to partner with you to make the best decisions based upon your desires.
