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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.

 Upcoming Events

Check below to keep up to date with R&A’s Client Events and community involvement

A message from our team as we celebrate 20 years of Practical Planning

View Our Upcoming Cruises Here!

OUR EXPERTS  ·  YOUR TEAM

MICHAEL ROGAN
MICHAEL ROGAN
President & Founder
ED FOSS
ED FOSS
Chief Compliance Officer & Financial Planner
JASON WHITE
JASON WHITE
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

View this Firm and Our Planners on Brokercheck

OUR LOCATIONS

MAIN OFFICE | SAFETY HARBOR

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

DALLAS OFFICE

15305 Dallas Parkway, Suite 300, Addison, Texas, 75001
Phone:  (972) 715-2000 Fax: (800) 393-1877

WHY WE PLAN

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