What types of clients do you typically work with?
At Brogan Financial, we specialize in working with individuals and families who wish to achieve financial independence for retirement. These clients are typically ages 50+ and have over $500,000 in net investable assets. However, our goal is to see everyone financially succeed, and we are open to taking on new clients who may not fit these criteria.
Who will be my main point of contact at Brogan Financial?
Each client relationship is handled with care. Jim Brogan, President & Founder of Brogan Financial, and his team of licensed financial professionals will be your go-to points of contact to answer any questions you may have. Brogan Financial has over 20 years of experience helping clients reach their financial goals and live their ideal lifestyle in retirement, and our advisors have over 75 years of combined experience in the financial industry.
What services do you offer?
At Brogan Financial, we believe a comprehensive retirement plan is the key to financial success. Regardless of your retirement goals, there are many components to a comprehensive financial plan. The key components to consider when developing your financial plan are: Income Planning, Investment Management, Tax Planning, Estate & Legacy Planning and Healthcare Planning.
Our multi-disciplinary approach goes beyond just managing your assets. By viewing your financial plan through a legal, tax, and fiduciary lens, our goal is to help you achieve your financial, life, and legacy goals.
What is a fiduciary?
A fiduciary is someone who has a legal or ethical responsibility to act in the client’s best interests at all times. As a fee-based, SEC Registered Investment Advisory (RIA) firm, Brogan Financial and our advisors act as a fiduciary. In layman’s terms, this means an advisor has to always do what is best for the client, and not consider what is best for themselves or the firm. We speak your language so you can clearly understand all of the components of your financial plan. Our team is committed to enhancing the client experience and providing service with excellence and integrity.
Can you serve clients who don’t live in Tennessee?
As a fee-based, SEC Registered Investment Advisory (RIA) firm, Brogan Financial can serve clients anywhere in the United States. While the majority of our clients reside in East Tennessee, we follow state registration requirements for any other states in which our clients live.
How will you communicate with me if I become a client?
At Brogan Financial, we believe active communication is critical to a successful advisory/client relationship. In working with new clients, we go through a multi-step process to identify your goals and desires, and create a plan to help you achieve them. We then have periodic reviews for our advisory clients, and we are available whenever needs develop between your scheduled reviews. As your financial quarterback, we want to be your go-to for all things financial.
How can I get started with Brogan Financial?
If you would like to meet with us to discuss your life goals and financial opportunities, we would love to welcome you into our office! Please give us a call at (865) 862-6800 or request an appointment by clicking here. We will then reach out to you to schedule a time to set up an introductory meeting. During this meeting, we will aim to get to know you and your retirement goals so that we can work with you to develop a financial plan that is best suited for your retirement needs and goals.
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