Each client relationship is handled with care. While your main point of contact will be President and Founder, Jeff Vogan RFC, CEP, CFF®, we utilize a team approach when helping you plan for retirement. In addition to Jeff, Jordan Vogan specializes in long-term care and Medicare solutions, two often overlooked areas of retirement planning. Being a resource for high-net-worth investors, we recognize the importance of tax mitigation. Because of this, we have a licensed CPA and tax specialist available to help answer tax-related questions. Our business is built on close client relationships, and we strive to be a helpful resource, no matter your stage of life.