For over 40 years, we’ve helped hundreds of individuals and families discover true financial freedom, by bringing clarity, confidence, and control to every choice they make.
Schedule an appointment with our team to discover how you can live with the true freedom and contentment you were made to enjoy.
Executive
Jeff Rogers, CEP®, CKA®
Founder and Chairman
Scott Pletcher
Chief Operating Officer
Cathy Rogers
Licensing Coordinator
Orlando, FL Office
Joe Morson, CFP® Enrolled Agent
Financial Advisor and Case Planning Specialist
Joe Veasey, CKA®, CFP®, EA, CTS™
Senior Case Planning Specialist & Associate Financial Advisor
407-470-1411
Client Service
Fort Worth, TX Office
Evergreen, CO office
Grand Rapids, MI Office
