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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, in our opinion they often lack the experience and wisdom to apply appropriate solutions and strategies that provide true value to those they serve.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Don't let procrastination keep you from pursuing your financial dreams and goals.
It sounds simple, but paying yourself first can really pay off.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Recent changes in estate tax laws could affect the strategy you have in place.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are hundreds of ETFs available. Should you invest in them?