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We Serve People by Helping Them Achieve Their Life Goals for

RETIREMENT & BEYOND

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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.

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Complimentary Financial Analysis

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Wealth Management
That Makes An Impact

Our complimentary financial analysis is designed to help you analyze your current situation, identify areas of improvement, and plan for the future. We believe that everyone should have access to customized advice tailored specifically to their own goals. That’s why we offer this complimentary comprehensive assessment so that you can get the clarity and direction necessary to start taking control to ensure a secure and successful financial future. Fill out the form to schedule your complimentary analysis today!

Our Services

At Brogan Financial, we see a wide range of clients who have varying goals for the next phase of life.

INCOME
PLANNING

Addressing the critical shift from earning to managing finances, helping you work towards a secure and sustainable income stream throughout your retirement.

INVESTMENT
MANAGEMENT

Aligning financial strategy with your life goals, striking a balance between risk and reward, and helping you to navigate the unpredictable and often volatile nature of financial markets.

TAX
PLANNING

Focusing on proactive strategies aimed at enhancing after-tax financial independence and ensuring intentional tax management throughout your retirement.

ESTATE AND

LEGACY PLANNING

Building an efficient and comprehensive legacy plan tailored to your financial objectives, as well as prioritizing your well-being and the preservation of your assets.

HEALTHCARE
PLANNING

Ensuring a customized approach that aligns with your unique healthcare needs and financial objectives, all while safeguarding your retirement plan.
 

At Brogan Financial, we see a wide range of clients who have varying goals for the next phase of life.
 
 

GUIDES & RESOURCES

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

RADIO

Stay informed by reading our latest insightful and topical blogs.
 
 
 

BLOGS

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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. He covers a variety of topics like Income Planning for Retirement, Tax Planning and Your Retirement, Thrive Financially in Retirement, and more.

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Get in Touch with Our Team

We're here to offer the guidance and support necessary to help you discover your financial opportunities and reach your life goals, all while keeping your best interest in mind. Reach out to us, and let's begin exploring how we can serve you best.

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