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Old Fashioned Values.
Expert Knowledge.
Genuine Understanding.

At Brogan Financial, we pursue excellence in the delivery of wealth management and comprehensive retirement planning. Our client relationships are at the core of everything we do.

As Heard On:

Upcoming Financial Classes

If you are retired or getting close to retiring, do you have a clear financial plan that will help you live the lifestyle in retirement you’ve always dreamed of? Several times a year, Jim teaches financial education classes at the University of Tennessee and Pellissippi State Community College to teach adults the fundamental principles of financial planning in retirement.

Thrive Financially in
Retirement

August 13 & 20, 2019
Hardin Valley Campus

October 10 & 17, 2019
Blount County Campus

Financial Survival for Retirement®

May 9 & 16, 2019
Conference Center, Downtown

September 5 & 12, 2019
Conference Center, Downtown

How May We Serve You?

A Review of the
Tax Cuts & Jobs ActThe major changes and what
that could mean for you

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