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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 FINANCIAL ANALYSIS

* Please complete all fields to submit the form.

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 FINANCIAL ANALYSIS

* Please complete all fields to submit the form.

Free downloads of some of
the top financial insights
from Brogan Financial.

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 insightful
and topical 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.

Want to be the first to know about upcoming educational classes? Sign up HERE for real-time alerts! We will send you a message as soon as a new date and registration link are added to our website.

Pellissippi State Community College

Income Planning
for Retirement

Tuesday, April 9th, 2024

Now Offering In-Person Classes

Thrive Financially in
Retirement


Tuesdays, February 27th and March 5th, 2024

Now Offering In-Person Classes

Tax Planning and
Your Retirement

Tuesday, May 7th, 2024

Now Offering In-Person Classes

The University of Tennessee Knoxville

Financial Survival for
Retirement®

Thursdays, January 25th and February 1st, 2024
or
Thursdays, September 12th and 19th, 2024

Now Offering In-Person Classes

Retirement Income
Planning

Check Back For Future Events

Now Offering In-Person Classes

Tax Planning
In The New Age

Check Back For Future Events

Now Offering In-Person Classes

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