Making a Difference

Making a Difference

Megan VoganJeff Vogan knows his life has been truly blessed, and is grateful he has been able to help and bless others’ lives through service. His charitable attitude extends beyond his business and filters into the community. Jeff shows devotion to church service, and has also been a youth leader for the Boy Scouts of America. Jeff also loves sports, and has been able to coach youth sports teams over the years. At home, his service has been needed in abundance as well. His special needs daughter, Megan, is severely autistic and suffers from epilepsy. This has taught Jeff and his family a lot about the need for continued research to help us understand the mysteries of autism, as well as finding ways to support families who are similarly impacted by autism.

A portion of every fee or commission earned by Premiere Retirement Planning is donated to the Autism Society of America.

Building a Family Legacy

Speaking of family, Jeff Vogan is a devout family man. He constantly brags about his five wonderful children; Whitney, Taylor, Jordan, Hannah, and Megan. He also loves and supports his beautiful and patient wife of 31 years, Amy. The family has since grown. Whitney, Taylor, and Jordan are now married to Kyle, Bekah, and Jackie. Jeff and Amy enjoy being grandparents to Whitney’s children; Charlotte (7), Rosie (5), and Kyson (3), in addition to Taylor’s two little boys; Jace (2), and Mack who is going on 3 months. Jordan and Jackie are expecting a little girl soon, and Whitney is now expecting twins. Jeff lives for his family, and couldn’t be more excited to see his family grow.

Vogan FamilyHis love for family is truly evident as Jeff Vogan helps build personalized plans for his wealthy clients to benefit their families and loved ones. Jeff’s past role of Certified Wealth Counselor and charter faculty member of the Heritage Institute has helped him gain relevant experience to help wealth pass from one generation to the next while keeping family values and goals intact. Jeff explains, “It’s not just about transferring the money to who you want, when you want, and how you want, but to create a lasting legacy that provides meaning and value for generations to come. Sound knowledge in financial markets and products is only a piece of the puzzle. A good financial plan begins with learning about the family’s goals, values, hopes, and dreams. If done right, this vision, combined with the proper financial tools and strategies, can become the family legacy.”

 

Proud Sponsor of the American Heart Association Heart Ball

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Premiere Retirement Planning and Wealth Management. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.
Tucson Office
1715 East Skyline Drive, Suite 101 Tucson, AZ 85718
Phone: (520) 780-9059
Mesa Office
2929 North Power Road, Suite 101 Mesa, AZ 85215
Phone: (480) 355-5245
Toll-Free: (800) 313-6659
Fax: (800) 391-7258
Follow us on social media
RSS
Follow by Email
Facebook
Facebook
Google+
http://premierewealthaz.com/about-us-retirement-planning/family-making-a-difference">
Twitter
YouTube
LinkedIn