Investment & Retirement Strategies
Investing Should Feel Simple
A Plan That Fits Your Life
Whether you’re starting to save, building wealth, or preparing for retirement, we’re here to guide you through every decision with care and clarity. At Freedom for Living Financial Services, we focus on strategies that align with your goals and risk comfort—not cookie-cutter portfolios. Together, we’ll create a plan that grows with you and helps you feel confident about your financial future.
What We Can Help You With
Tailored Solutions for Every Stage of Life
From first investments to retirement income, we offer guidance and solutions designed for your unique situation. Here are some of the ways we can help:
401(k) Rollovers & IRAs
Simplify old accounts and create a cohesive retirement strategy that works for you.
College & Education Planning
Plan ahead for your children’s or grandchildren’s education with tax-advantaged savings tools.
Fixed & Indexed Annuities
Explore annuity options that can provide growth potential and income stability in retirement.
Lifetime Income Strategies
Build a plan to help ensure your savings last as long as you need them.
Tax-Smart Investing
Learn how to minimize taxes and keep more of what you earn as you grow your wealth.
FAQ
Investing Doesn’t Have to Be Overwhelming
What’s the difference between a 401(k) rollover and an IRA?
A 401(k) rollover is the process of moving funds from your previous employer’s retirement plan into an Individual Retirement Account (IRA). This can give you more flexibility in how your money is invested and often reduces fees compared to leaving it with your old plan provider. We’ll guide you through the rollover process from start to finish, making sure you avoid costly mistakes and feel confident about your options. Our goal is to simplify the transition and help you make the most of your retirement savings.
How do I know if I’m saving enough for retirement?
Determining how much you’ll need in retirement depends on your lifestyle, future plans, and current financial picture. We’ll sit down with you to review your income, expenses, and long-term goals to calculate a realistic target. From there, we can create a tailored plan to help you close any gaps and stay on track, adjusting as life changes. This proactive approach ensures you don’t just save—you save smart.
I don’t have a lot of money to invest yet—can you still help me?
Absolutely. At Freedom for Living, we believe financial planning isn’t just for the wealthy. Whether you’re just starting your career or working on building your savings, we’ll help you create a plan that fits your current situation and grows with you over time. Our goal is to give you the tools and confidence to make steady progress, no matter where you’re starting from.
What makes Freedom for Living different from other financial advisors?
Unlike many firms, we don’t charge annual management fees or push one-size-fits-all plans. Instead, we take a client-first, transactional approach—we’re only compensated when we implement solutions that align with your goals. As an Ethics Approved Registered Financial Consultant (RFC®), Ron Rogers brings over 17 years of experience and a commitment to transparency, integrity, and education. This means you’ll always know your options and feel supported in making the right decisions for your life.
Can you help me create a retirement income plan?
Yes, we specialize in helping clients design retirement income strategies that balance stability, growth, and flexibility. Together, we’ll explore options like annuities, tax-efficient withdrawals, and other tools to help your savings last as long as you need them. Our process is designed to take the stress out of planning so you can focus on enjoying the next chapter of your life.