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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.

COMPLIMENTARY REVIEW

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.

Schedule Your Complimentary Review

Free downloads of some of
our top financial insights.

Listen to the latest episode of More Living with Jim Brogan,
Jim’s Dollars & Sense and Retirement Minute segments,
from the Brogan Financial Studios on Newstalk 98.7.

Stay informed by reading
our latest blogs.

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

 

March 3rd and March 10th (Hardin Valley)

OR

April 7th and April 14th (Blount County)

Financial Survival for Retirement®

 

January 30th and February 6th

OR

April 28th and May 5th