David Fink had already sold his financial planning business and retired when he found his mother in need of financial services about four years ago.
Although she’d saved up a considerable nest egg, her financial advisers simply weren’t giving her account much attention.
“What I realized is there’s a lot of people in my mom’s situation,” Fink said. “They’ve done everything right, but (no adviser) would pay attention to them.”
After two years of helping his mom, her friends and others with financial matters, Fink joined Rogan & Associates, a full-service financial planning firm. The company, which started in 1997, reopened its Sarasota branch office in a new East County location on April 1.
The office, located at 8033 Cooper Creek Blvd., Suite 104, is having an open house from 5-7:30 p.m., tonight, to celebrate and to introduce advisers to the public.
“We really want to focus on what (clients’) goals are — retirement, planning for college education, passing wealth — and also to have a guard against bad things (that could happen),” said Fink, director of the Sarasota/Manatee for the firm. “It’s really, do you have a plan?”
Rogan & Associates is licensed to sell stocks, bonds and insurances. Because the company is independently owned, it is free to make the choices that are most beneficial to its clients, Fink said.
“We evaluate each client on a case-by-case basis and set them up for their unique situation,” he said. “We don’t have a pre-packaged plan.”
To better assist East County residents, the company also hosts a show on WTMY 1280 AM radio from 1-2 p.m., Tuesdays called “Financial Planning for Life.”
For more information about Rogan & Associates, visit www.roganfinancial.com.
Contact Pam Eubanks at firstname.lastname@example.org.
Rogan & Associates
Location: 8033 Cooper Creek Blvd., Suite 104, University Park
Hours: By appointment
Line of business: Complete financial planning services
Year established: 1997. New Sarasota location opened April 1, 2010.
What makes the business unique: "We have real relationships with our clients. We care about their financial well-being the same as somebody who shares their last name. We think of them as family."
Currently 0 Responses
31 Night of Light "Fall Farm Fest"
6:00 pm - 8:30 pm
1 Manatee Audubon -- OPEN HOUSE at Felts Audubon Preserve
8:00 am - 11:00 am
1 Fine Arts & Crafts Extravaganza
9:00 am - 3:00 pm
6 Empty Bowls Luncheon at Main Street Lakewood Ranch
11:00 am - 1:00 pm
As ladies in the Lakewood Ranch Women’s Club walked into a Monte Carlo-themed Casino Night Oct. 23, at the Polo Grill and Bar, a Sean Connery-version of James Bond, dressed in a white tuxedo, took them by the arms, and posed for a picture.
Give, get a treat
Residents of Summerfield Glades have made it a Halloween tradition to gather at the driveway of Maggie White and pass out candy.
Fall back an hour
Daylight Saving Time ends at 2 a.m. Nov. 2, so turn back those clocks before bedtime Saturday night.