Retirement & Legacy Planning in Knoxville, TN | Financial, Investing, IR/401K | Brogan Financial

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At Brogan Financial

Old fashion values, expert knowledge, genuine understanding.

Income Planning

Your life savings becomes much more important to you when you lose your earned income. Consequently, how you draw income from your life savings...
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The first type is rainy day money. When we are working and employed, we call this an emergency fund. In retirement, however, it is more rainy day money...
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Legacy Planning

If you own something, and you love somebody, you need a legacy plan. Many people think legacy planning is tax planning but there are many...
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IRA / 401k

The rules for distributions are complex and should all be factored in during the planning phase for retirement. There are a couple of key...
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Financial Lessons I Learned From My Father

Financial lessons I learned from my father. These are just the basics of learning how to get ahead financially....

Steady Gains Win The Race

When it comes to investing money at risk; steady wins the race. No matter what your average return is over time,...

Our Services

  • Income Planning

    • Do you have an income plan?
    • Setting income amounts
    • Tax efficient income
    • Income in down markets
  • Investment

    • 3 types of money
    • Finding the right balance
    • The market during retirement
  • Legacy Planning

    • Do you need an estate plan?
    • Legacy planning 101
    • Trusts vs. wills
    • Legacy tax planning
  • Rescue your IRA / 401k

    • Planning for distributions
    • Naming beneficiaries
    • Disinherit Uncle Sam
    • Your tax time bomb