(865) 938-6545 Office
(865) 938-6488 Fax
1-888-938-6492 Toll Free


BOB H FUGATE
CFP®, CLU®, LUTCF
Senior Financial Advisor
7714 Conner Rd., Ste. 107
Powell, TN 37849
BobF@RetirementFS.com

Contact Retirement Financial Solutions

Please feel free to call us direct by calling 865-938-6545 to setup a consultation, or complete the short form below and one of our dedicated team members will contact you.

We implement and coordinate various
services for each client's individual needs:

  • Retirement and Financial Planning
  • Portfolio Harvesting and Distribution Strategies
  • IRA Management and Distribution Planning
  • Tax Planning and Minimization
  • Insurance and Annuities
  • Estate Planning
  • Long Term Care & Medicaid Planning  

Contact us to today to learn more about our total planning approach and unparalleled service to our clients!
Your privacy is important. We NEVER sell or share your personal information or contact information with outside agencies. Information submitted on this form is solely used to contact you, per your request.
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Are you interested in attending one of our FREE financial solutions workshops?
 

Securities offered through Kalos Capital Inc. and Investment Advisory Services offered through Kalos Management, Inc. both at 3780 Mansell Road, Suite 150, Alpharetta GA 30022 (678)356-1100, Retirement Financial Solutions, Inc. is not an affiliate or subsidiary of Kalos Capital Inc. or Kalos Management Inc.

 
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