Financial Services in Bethlehem, PA
Financial Planning With a Personal Touch
Helping Bethlehem Families Plan for the Future
At Freedom for Living Financial Services, we’re proud to work with individuals and families in Bethlehem and throughout the Lehigh Valley. Whether you’re preparing for retirement, protecting your loved ones with insurance, or navigating Medicare options, we’ll help you create a financial plan that feels approachable, personal, and tailored to your goals. With over 17 years of experience and a commitment to one-on-one guidance, we’re here to make the complex feel simple.
How We Help Bethlehem Clients
Solutions Designed for Your Life
We offer a full range of financial services to help you grow, protect, and manage your money at every stage of life.
Investment & Retirement Planning
Create a clear strategy for building wealth, rolling over 401(k)s, and preparing for a confident retirement.
Insurance Solutions
Protect what matters most with life, disability, and long-term care insurance tailored to your family’s needs.
Medicare Planning
Simplify your choices with expert guidance on Medicare Supplements, Advantage Plans, and prescription drug coverage.
Why Work With Freedom for Living?
A Neighborly Approach to Financial Planning
As a local advisor serving Bethlehem and the surrounding Lehigh Valley, we focus on building relationships—not just financial plans. Ron Rogers, an Ethics Approved Registered Financial Consultant (RFC®), provides clear, personalized advice without the pressure or confusion of larger firms. Our recommendations are designed around your goals, and our flexible meeting options make it easy to get started.
Questions From Our Bethlehem Clients
Here’s What You Should Know
Do you only work with clients in Bethlehem?
Not at all! While we work with many families in Bethlehem, we also serve clients throughout the Lehigh Valley and in 27 other states. Whether you’re staying local or moving away, we can continue supporting your financial journey.
Can you meet in person in Bethlehem?
Yes. We’re happy to meet in your home, at a coffee shop, or another convenient spot in Bethlehem. Virtual meetings are also available if you prefer a flexible option.
Who do you typically help?
We work with individuals and families across all stages of life. From young professionals starting their financial journey to retirees managing income, our clients appreciate a straightforward, personalized approach to planning.
What sets you apart from other financial advisors in Bethlehem?
We’re independent, which means we’re not tied to any one company or product. Our focus is entirely on helping you make informed decisions that fit your goals—not selling you something you don’t need. As an RFC®, Ron Rogers brings integrity and experience to every conversation.
How do I get started?
The first step is to schedule a conversation. We’ll take time to learn about your needs, answer your questions, and help you begin building a plan that gives you peace of mind for the future.