Speaking of family, Jeff Vogan is a devout family man. He constantly brags about his five wonderful children: Whitney, Taylor, Jordan, Hannah, and Megan, as well as his 9 beautiful grandchildren. He also loves and supports his wonderful and patient wife of over 30 years, Amy. His love for family is truly evident as Mr. Vogan helps build legacy plans for his wealthy clients to benefit their families, loved ones, and other interests for generations.

Jeff’s past role as Certified Wealth Counselor and charter faculty member of the Heritage Institute has helped him gain relevant experience to help wealth pass from one generation to the next while keeping family values and goals intact.

“It’s not just about transferring the money to who you want, when you want, and how you want, but to create a lasting legacy that provides meaning and value for generations to come. Sound knowledge in financial markets and products is only a piece of the puzzle. A good financial plan begins with learning about the family’s goals, values, hopes, and dreams. If done right, this vision, combined with the proper financial tools and strategies, can become the family legacy.”