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Financial Planning For Life

WHO WE ARE

With decades of experience in the industry, our veteran team of financial planners has learned that success finds our clients most easily when the plan is both easy to manage and practical to apply. Keeping that in mind, we work to help our clients achieve the one goal they all have in common – financial peace of mind.

WHAT WE DO

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.

WHY WE PLAN

Our experts keeping you up to date with our ever changing industry.  Follow our blog at www.whyweplan.com and find us on Twitter and Facebook to keep up with the latest news curated for our clients, from our founder, Michael Rogan, and other trusted advisors.

 View Our Firm 

View Upcoming Cruises Here!

Combine a fun and relaxing trip with exclusive workshops on financial,

retirement and estate planning. Get to know our panel of financial planning

experts and meet new friends as you cruise your way to sound financial

planning.

OUR EXPERTS  ·  YOUR TEAM

MICHAEL ROGAN
MICHAEL ROGAN
President & Founder
JASON WHITE
JASON WHITE
Financial Planner
ED FOSS
ED FOSS
Chief Compliance Officer & Financial Planner
SHAWN WHITE
SHAWN WHITE
Financial Planner
ADAM LUCKE
ADAM LUCKE
Financial Planner
DAN HUEHN
DAN HUEHN
Financial Planner
ERIN EMNETT
ERIN EMNETT
Financial Planner
BLAKE KENNEDY
BLAKE KENNEDY
Financial Planner
JOE MINUTOLO
JOE MINUTOLO
Financial Planner
HARRISON MOORE
HARRISON MOORE
Financial Planner

View this Firm and Our Planners on Brokercheck

OUR LOCATIONS

Safety Harbor Office

200 9th Avenue North, Suite 100
Safety Harbor, FL 34695
Phone: (727) 712-3400

Fax: (800) 393-1877

Dallas Office

15305 Dallas Parkway, Suite 300
Addison, Texas, 75001

Phone: (972) 715-2000
Fax: (800) 393-1877

Grand Rapids Office

644 Lovett Ave SE – Suite C
East Grand Rapids, MI 49506
Phone: (616) 259-6935

Fax: (800) 393-1877

Brandon | East Tampa Office

10150 Highland Manor Drive, Suite 200
Tampa, FL 33610
Phone: (727) 712-3400
Fax: (800) 393-1877

Lakewood Ranch Office

9040 Town Center Parkway
Lakewood Ranch, FL 34202
Phone: (727) 712-3400
Fax: (800) 393-1877

WHY WE PLAN

606, 2022

Bears, Recessions, and Monkey Pox. Oh My!

Given recent events, we sense a need to send you this booster shot of “Vitamin C(alm)”. After numerous conversations with clients during annual review meetings, we thought this would be [...]

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