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Register For a Live Seminar
When you attend one of Jeff Vogan’s financial workshops or educational seminars, you will be enlightened on topics that concern Americans today.
What We Can Do For You
While developing a financial program that is right for you, we will walk you through a step-by-step process that will help you identify your goals and make you feel confident in your decisions to achieve them.
Who We Are
While many who call themselves financial consultants or investment advisors have a drive to succeed and a license to sell a product or service, they often lack the experience and wisdom to apply appropriate solutions and strategies that provide true value to those they serve.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The federal government requires deceased individuals to file a final income tax return.
However exciting retiring abroad may sound, it deserves considerable planning.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Building wealth requires protection from the forces of wealth destruction.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Here's a breakdown of how the federal government spends your tax money.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
With alternative investments, it’s critical to sort through the complexity.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.