Financial Services in Allentown, PA
Helping Allentown Families Plan With Confidence
Financial Guidance That Fits Your Life
At Freedom for Living Financial Services, we’re proud to serve the Allentown community with personalized financial planning and support. Whether you’re saving for retirement, exploring insurance options, or navigating Medicare, we’ll help you make clear, confident decisions every step of the way. With a neighborly approach and years of experience, we’re here to simplify the complex and create a plan that’s built for your life in Allentown and beyond.
How We Help Allentown Clients
Solutions for Every Stage of Life
We offer a wide range of financial services to help you protect your family, grow your savings, and prepare for the future.
Investment & Retirement Planning
From 401(k) rollovers to income strategies, we’ll help you build a plan to achieve your long-term goals.
Insurance Solutions
Get peace of mind with tailored life, disability, and long-term care insurance.
Medicare Planning
Simplify your Medicare decisions with guidance on Supplements, Advantage Plans, and prescription coverage.
Why Work With Freedom for Living?
A Personalized Approach to Financial Planning
We believe that great financial planning starts with listening. Ron Rogers, an Ethics Approved Registered Financial Consultant (RFC®), brings over 17 years of experience helping families across Pennsylvania create strategies that align with their values. As an independent advisor, we’re not tied to any one company, so you can trust that our recommendations are focused entirely on your needs.
Questions From Our Allentown Clients
Here’s What You Should Know
Do you serve clients outside of Allentown?
Yes! While we love working with individuals and families in Allentown, we also serve clients across the Lehigh Valley and in 27 other states. Whether you’re local or moving, we can continue to support you wherever life takes you.
Can you meet in person in Allentown?
Absolutely. We’ll meet you at your home, a local coffee shop, or another convenient spot in Allentown. For clients who prefer it, we also offer virtual meetings.
Who are your typical clients?
We work with people at every stage of life, from young professionals beginning to save to retirees managing their income. Our clients value straightforward, personalized guidance that’s focused on their goals—not cookie-cutter plans.
How do you get paid for your services?
We don’t charge annual management fees or upfront costs. Instead, we operate on a transactional basis and are only compensated by the companies you choose when we help implement a solution. This means more of your money stays working for you.
What’s the first step to get started?
The first step is simple: schedule a conversation with us. We’ll take time to understand your needs, answer your questions, and create a plan designed to help you move forward with confidence.