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Mission


At Brogan Financial, we teach people about how to use their money to serve their goals in life and beyond.

History

 

Onyx Point

Brogan Financial was founded in 2001 with the goal of providing sound retirement and legacy planning services to its clients. Brogan Financial has enjoyed tremendous growth and success over the past decade and has become a preferred provider of retirement and legacy planning services throughout East Tennessee.

In 2008, Brogan Financial moved its offices to the Onyx Pointe Business Park in the heart of West Knoxville. Brogan Financial is one of a handful of regional companies solely focused on serving the financial needs of those who are retired or who are nearing retirement.

Credentials


Brogan Financial is a Registered Investment Advisory Firm with the Securities and Exchange Commission. Brogan Financial is a preferred member of the Better Business Bureau and celebrates 10 successive complaint-free years of service to its clients and the East Tennessee community. Brogan Financial is also a Premier Partner of the Greater Knoxville Area Chamber of Commerce.

Jim Brogan, MBA, is the founder and CEO of Brogan Financial. Mr. Brogan is Board Certified in Estate Planning (BCE), and is a Certified Retirement Financial Advisor (CRFA). James Kraeske is a Certified Income Specialist (CIS) through the Institute of Business and Finance. He holds a Bachelor of Science in Business Administration from The University of Tennessee.

Certified Retirement Financial Advisor

Click to download brochure
about CRFA certification.

Better Business Bureau Accredited Business

Complaint-free since its
founding in 2001

Knoxville Chamber of Commerce Member

 

www.ethics.net

 

Jim Brogan named the 2011 National Advisor of the Year.

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to read more.

Beneficiary Checklist

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Click the image to download the Beneficiary Checklist
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