Rogan & Associates, Inc.

Financial ServicesFlorida, United States11-50 Employees

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

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