Our Unique Approach

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 »


Latest News rss VIEW ALL

Retirement Advisor Bob Fugate Gives Readers His Master Plan for Maxing Out Retirement Savings In 2014

Thursday, January 23rd, 2014

Bob Fugate, CEO and President of Retirement Financial Solutions, a retirement income planning firm, gives readers 5 ways to master planning their retirement savings this year.

Knoxville, TN – Jan 23, …

continue reading

Latest Articles rss VIEW ALL

5 Ways to Master Your Retirement Savings in 2014

Thursday, January 23rd, 2014

Not many people list “Save for retirement” among their New Year’s resolutions – but they should. Starting off the year with a fixed objective and a plan for tackling your …

continue reading

Latest Blog rss VIEW ALL

Tax Law Changes that Impact You This Tax Season

Tuesday, March 11th, 2014

Tax season is upon us and there are several major shifts in federal tax law that will impact the individual taxpayer. I’ll highlight the key changes to expect before you …

continue reading

Free Chapter

Request a Free Chapter from our Best-Selling Co-Authored Book with Tom Hopkins "Victory!"

Fill out the form below to request this free chapter.
Free Annuity Report

Receive a powerful study written on Index Annuities by Wharton School of Business professor Dr. David Babbel.

Fill out the form below to request this powerful report.
Mission Statement

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.

Market Watch

National Debt Clock