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Ruggie Rules: for choosing and working with a financial advisor

Ruggie Rules: for choosing and working with a financial advisor

Ruggie Rules: for choosing and working with a financial advisor

Ruggie Rules: for choosing and working with a financial advisor

Overview

Ruggie WealthYour health, wealth, and happiness in retirement are a function of many things.

It's hard to imagine, but from now until 2030 Baby Boomers will reach age 65 at the staggering rate of 10,000 a day. Increased life expectancy has left many people unprepared for the cost of a healthy, enjoyable retirement - one that has the potential to last for decades.

Living a retirement full of activity, with decades of health, happiness, and prosperity, depends, to an ever-increasing degree, on the action you take today.

Ruggie WealthCare is a unique financial planning process that puts verbs in sentences and strategies into action.Ruggie Rules advocate on behalf of investors. In the case of those nearing or entering retirement, they don't just address growing and preserving wealth, they aim to grow and preserve quality of life and peace-of-mind throughout your golden years.

By helping you control what you can (financially) and plan for what you cannot, we believe you will find that Ruggie Rules can help you live a better life.

Let us help you create your own unique Ruggie WealthCare Plan. Call 352.343.2700 for your free consultation. Experience the Ruggie Wealth difference.

Product Details

ISBN-13: 9780692535165
Publisher: 90-Minute Books
Publication date: 10/26/2015
Pages: 58
Product dimensions: 5.00(w) x 7.99(h) x 0.12(d)

About the Author

Thomas H. Ruggie, ChFC®, CFP®President

Tom has been in the financial services industry since 1991 and has appeared on CNBC, Fox News, PBS, and CNN Financial News. He has been quoted in a multitude of publications, including the Wall Street Journal, the New York Times, InvestmentNews, and SmartMoney.

Louis Shinaman, ChFC®, CEP®Senior Wealth Advisor

• Chartered Financial Consultant, Registered Options Principal, Certified Estate Planner• Financial services industry since 1996• Has traveled overseas as a renowned public speaker, focusing on investments and technical analysis • Fluent in Spanish

Jorge A. Romero, CFP®Senior Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)• Financial services industry since 2004 • Served honorably in the United States Marine Corps• Has a B.A. in Political Science and Pre-Law, along with a Minor in Latin American Studies from the University of Central Florida • Fluent in Spanish

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