Financial Services That Fit Your Life
At Freedom for Living Financial Services, we believe financial planning works best when it’s built around you. That’s why we take the time to understand your goals, answer your questions, and create customized strategies to guide you forward. From investing to insurance to Medicare, we offer solutions designed to adapt as your needs change—so you can focus on living life, not stressing over money.
Investing & Retirement Strategies
We’ll help you create a clear plan to grow your wealth, roll over old retirement accounts, and prepare for the next chapter of life with confidence.
Insurance Solutions
From life and disability insurance to long-term care, we’ll help you find the right protection for your family and your peace of mind.
Medicare Planning
We’ll walk you through Supplements, Advantage Plans, and prescription coverage options—making sure you choose the right fit for your needs.
Wondering How We Can Help?
Answers to Common Questions About Our Services
What types of clients do you work with?
We work with individuals and families at all stages of life—whether you’re just starting to build your savings, preparing for retirement, or navigating Medicare. Most of our clients are people who simply want clear, approachable guidance to help them make smart financial decisions. You don’t need to have a certain income or net worth to work with us—we’ll meet you where you are and create a plan that fits your goals.
Do I have to use all of your services, or can I pick and choose?
You can absolutely choose the services that fit your needs. Some clients come to us for a single need, like rolling over a 401(k) or selecting a Medicare plan. Others prefer a more comprehensive approach that includes investing, insurance, and retirement planning. Whatever you’re looking for, we’ll tailor our support to your situation—without pressure or obligation.
How are you compensated for your services?
Unlike many financial firms, we don’t charge upfront planning fees or annual management fees. We operate on a transactional basis, which means we’re compensated by the companies you choose only when we implement a solution that’s right for you. This allows you to keep more of your money working toward your goals while giving you access to professional guidance.
I’m not in Pennsylvania—can you still help me?
Yes! While we’re based in Easton, PA, we’re licensed to serve clients in 27 states across the country. Whether you’re local or you’ve moved away, we can meet virtually or by phone to make planning as easy and convenient as possible.
What makes Freedom for Living different from other financial advisors?
Our approach is personal, flexible, and built around your needs—not a one-size-fits-all formula. As an Ethics Approved Registered Financial Consultant (RFC®), Ron Rogers provides guidance you can trust, backed by over 17 years of experience. We meet clients where they’re comfortable—at home, a coffee shop, or virtually—and focus on helping you make informed decisions without pressure or jargon.