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We understand how important it is for you to be able to trust your financial advisor - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on... learn more »

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Retirement Advisor Bob Fugate Says Boomers Are Finished With Wall Street

Thursday, May 16th, 2013

Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, says that Boomers are holding a grudge against the Market and looking for alternatives.

Knoxville, TN …

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Boomers are Done with the Recession – And Finished with Wall Street

Wednesday, May 15th, 2013

According to the Allianz Life 2013 Transition Boomers and Retirement Income Survey, Baby Boomers are acknowledging the end of the recession, but aren’t at all tempted to go back to …

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Spring Means It’s Time to Prune Your Plan

Friday, May 10th, 2013

With your tax accountant’s words fresh in your mind, Spring is the perfect time to do one of those pesky tasks you should be doing annually – reviewing your retirement …

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Our mission is to help retirees and pre-retirees build, protect, and preserve their assets and to help clients achieve financial peace of mind and security throughout their retirement years.

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