Welcome to Brogan Financial
Financial Planning That Starts With You
Brogan Financial has served individuals and families across Knoxville since 2001, helping them navigate important financial decisions with clear communication and steady guidance. We work with you to organize income planning, investment management, tax considerations, and estate needs in a coordinated, understandable way.
As a fiduciary, we place your interests at the center of every recommendation while building long term relationships grounded in openness and support.
Combined years of experience
What We Offer
Retirement Income Planning
Retirement income planning helps individuals understand how different income sources work together over time. This includes retirement accounts, Social Security benefits, investments, and other resources that support spending needs across different stages of retirement.
Investment Management
Investment management involves more than selecting investments. It includes understanding risk, diversification, and how investment decisions fit within income planning, tax considerations, and long term financial goals across different stages of life.
Estate & Legacy Planning
Estate and legacy planning helps individuals think through how assets may be handled during life and transferred after death. This includes reviewing documents, beneficiary designations, and how estate decisions connect with broader financial planning considerations.
Tax Planning
Taxes can influence how much income you keep and how your assets are used over time. Tax planning involves reviewing income sources, investment structure, and timing decisions to better understand how taxes may affect your broader financial picture across different stages of life.
Healthcare Planning
Healthcare costs are a significant consideration in retirement planning. From Medicare premiums and prescription expenses to out-of-pocket costs and long term care, these expenses can affect how retirement savings are used over time. Healthcare planning helps you understand these factors and prepare for them as part of a broader plan.
Let’s Talk Through What Matters To You
We believe good planning starts with understanding your priorities. If you’d like to explore how our process works, let’s start with a conversation.
“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”
Latest Articles
From retirement planning topics to tax considerations and market perspectives, our blog offers straightforward commentary to help you stay informed and engaged with your financial life.
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with Jim Brogan
Broadcasting LIVE, Saturdays at 9AM and 3PM from
The Brogan Financial Studios at NewsTalk 98.7
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Addressing Market Volatility in Today’s World
Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.