Richard Bert's Colleagues at Rogan & Associates
Richard Bert's Contact Details
727-712-3400
Rogan & Associates
Richard Bert's Company Details
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 OFFICE200 9th Avenue North, Suite 100, Safety Harbor, FL 34695Phone: (727) 712-3400 / (866) 77-WEALTH or (866) 779-3258Fax: (800) 393-1877 BRANDON/EAST TAMPA OFFICEOne Highland Oaks, 10150 Highland Manor Drive, Suite 204, Tampa, FL 33610Phone: (866) 779-3258Fax: (800) 393-1877 SARASOTA OFFICE9040 Town Center Parkway, Lakewood Ranch, FL 34202Phone: (866) 779-3258Fax: (800) 393-1877