Retirement & Legacy Planning in Knoxville, TN | Financial, Investing, IR/401K | Brogan Financial

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Financial Advisor in Knoxville TN

Welcome to Brogan Financial

Income Planning

Your life savings becomes much more important to you when you lose your earned income. Consequently, how you draw income from your life savings...
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The first type is rainy day money. When we are working and employed, we call this an emergency fund. In retirement, however, it is more rainy day money...
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Legacy Planning

If you own something, and you love somebody, you need a legacy plan. Many people think legacy planning is tax planning but there are many...
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IRA / 401k

The rules for distributions are complex and should all be factored in during the planning phase for retirement. There are a couple of key...
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Recent News / Read The Blog


Do you have a missing estate plan?

Part of an estate plan is how to transition IRAs, 401k and other retirement accounts to loved ones. The mo...


How will the election affect the stock market?

Jim Brogan was featured in the October issue of The Greater Knoxville Business Journal, as he tackled a qu...

Our Services

  • Income Planning

    • Do you have an income plan?
    • Setting income amounts
    • Tax efficient income
    • Income in down markets
  • Investment

    • 3 types of money
    • Finding the right balance
    • The market during retirement
  • Legacy Planning

    • Do you need an estate plan?
    • Legacy planning 101
    • Trusts vs. wills
    • Legacy tax planning
  • Rescue your IRA / 401k

    • Planning for distributions
    • Naming beneficiaries
    • Disinherit Uncle Sam
    • Your tax time bomb