A Personal Approach to Planning

Our Story

Helping Families Build Freedom Since 2012

At Freedom for Living Financial Services, we believe financial planning should feel personal—not intimidating. After decades in corporate management, Ron Rogers founded the firm to create a space where individuals and families could get thoughtful, one-on-one guidance without pressure or pretense.

Since 2012, we’ve been helping people across Pennsylvania and 27 other states make sense of their options, whether it’s rolling over a 401(k), preparing for retirement, or choosing the right Medicare plan. With over 17 years of experience in financial services and a Registered Financial Consultant (RFC®) designation, Ron brings a blend of expertise and empathy to every conversation.

We don’t just help you plan for the future—we take the time to understand your life, your goals, and what really matters to you.

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Our mission is simple: to empower individuals and families with the knowledge, tools, and support they need to make smart financial decisions—without pressure or obligation. We’re here to provide clarity in a complex world, always with integrity, professionalism, and a personal touch.

Meet the People Behind Freedom

Experienced. Ethical. Dedicated to You.

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Ronald Rogers, ChFEBC, RFC®

Owner & Registered Representative
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Trish Rogers

Office Manager
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Ellie

CHO - Chief Happiness Officer
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Diamond

Pawsitivity Officer

Advice That Puts You First

Personalized Plans, Not One-Size-Fits-All Solutions

At Freedom for Living Financial Services, our focus is simple: you. We start by getting to know your goals, priorities, and risk tolerance, then create a comprehensive MoneyEdge® analysis that serves as your personalized financial roadmap. This plan brings together protection management, investment strategy, and legacy planning—tailored entirely to your life.


Unlike many firms that charge ongoing annual fees, we take a transactional approach. That means we’re only compensated by the companies you choose when we implement a solution that fits your needs—helping you keep more of your hard-earned money working for you.


Our approach is proactive and hands-on, designed to grow and adapt as your life evolves. Whether you’re rolling over a retirement account, planning for a child’s education, or protecting your family with insurance, we’re here to guide every step.

Our Investment Philosophy

We believe smart financial planning means listening first. Every recommendation we make is rooted in your goals and supported by thoughtful strategies to help you stay on track—even during uncertain market conditions.

  • Protecting Your Assets

    Managing risk and taking defensive positions during volatile times.

  • Minimizing Taxes & Fees

    Building strategies designed to keep more of what you earn.

  • Working With Reputable Firms

    Your investments remain with trusted institutions—we focus on coaching and service, never handling your dollars directly.

  • Gathering Multiple Perspectives

    Staying informed on ever-changing economic trends to guide your portfolio wisely.