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Register For Our Seminars
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 financial 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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
44% of small businesses are victims of cyber attacks. Here’s how to protect yours.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here are five facts about Social Security that might surprise you.
Even low inflation rates can pose a threat to investment returns.