Who We Are
Retirement should be all about living the best years of your life your way. At Brogan Financial, we see a wide variety of clients who have varying goals for the next phase of life. Many wish to enjoy a true retirement, void of a dependence on work to fund their lifestyle. Others wish to merely work in the things that are most important to them, whether it be traditional full-time work, part-time work or charitable initiatives.
Regardless of your own retirement goals, true financial independence is at the centerpiece of a successful life plan. There are many components to a comprehensive financial plan. Many people focus on providing a secure, increasing income. Others focus on the legacy they wish to leave behind for their loved ones.
At Brogan Financial, we believe a comprehensive retirement plan should address the following key areas:
- The need for dependable, increasing income for life
- Investment management that focuses on achieving your life goals
- Tax reduction
- Healthcare catastrophe, the blind spot of retirement planning
- Creating a legacy of your life
At Brogan Financial, we’re committed to helping you prepare for the future. With a well-developed financial plan that focuses on your life goals, the only surprises should be good ones – grandchildren, weekend getaways, the perfect keepsake souvenir from the trip of a lifetime. Let’s plan now for your retirement needs so you can live your best retirement.
Brogan Financial is a Registered Investment Advisory Firm with the Securities and Exchange Commission. Brogan Financial is a preferred member of the Better Business Bureau and celebrates 16 successive complaint-free years of service to its clients and the East Tennessee community. Brogan Financial is also a Premier Partner of the Greater Knoxville Area Chamber of Commerce.