Financial Services in Easton, PA
Your Trusted Financial Partner in Easton
Personalized Guidance for Every Stage of Life
At Freedom for Living Financial Services, we’re proud to serve individuals and families right here in Easton and across the Lehigh Valley. Whether you’re planning for retirement, protecting your family with insurance, or navigating Medicare, we offer thoughtful, one-on-one guidance tailored to your goals. Our approach is simple: we take the time to understand your life, so we can help you make confident financial decisions that fit your needs today and tomorrow.
How We Help Easton Families & Individuals
Services Designed With Your Goals in Mind
We provide a full range of financial services for people at every stage of life, helping you plan ahead and protect what matters most.
Investment & Retirement Planning
Build a plan for your future with strategies like 401(k) rollovers, IRA consolidation, and income planning.
Insurance Solutions
Safeguard your family’s well-being with life, disability, and long-term care insurance tailored to your needs.
Medicare Planning
Simplify your Medicare choices with expert guidance on Supplements, Advantage Plans, and Part D coverage.
Why Work With Freedom for Living?
A Neighborly Approach to Financial Planning
As a local financial advisor based near Easton, we believe great planning starts with trust. Ron Rogers, an Ethics Approved Registered Financial Consultant (RFC®), brings over 17 years of experience helping people just like you create plans that align with their values and priorities. We meet you where you’re comfortable—whether that’s at your kitchen table, a coffee shop, or virtually—and provide education and support every step of the way.
Questions From Our Easton Clients
Here’s What You Should Know
Do you only work with clients in Easton?
While we’re based near Easton, we also serve clients across the Lehigh Valley and beyond. Many of our clients live locally, but we’re licensed in 27 states, making it easy to continue working together even if you move.
What types of clients do you typically help?
We work with individuals and families at all stages of life, from young professionals starting to save to retirees managing their income. Our clients value clear, personal guidance and want a plan tailored to their specific goals—not a cookie-cutter solution.
Can you meet in person in Easton?
Yes, we’re happy to meet in person at your home, at a local coffee shop, or anywhere that’s convenient for you. We also offer virtual meetings for flexibility and ease.
What makes your approach different from other financial advisors in Easton?
We don’t charge annual management fees or push one-size-fits-all plans. Instead, we focus on building relationships and providing advice that’s truly in your best interest. As an independent advisor, we work with multiple companies to find solutions that fit you—not the other way around.
How do I get started?
Getting started is simple. We’ll schedule an initial conversation to learn more about your goals and answer your questions. From there, we’ll create a personalized plan designed to help you move forward with confidence.