Brogan Financial Inc

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Tomorrow: 8:00 am - 5:00 pm

24 Years

in Business

Accredited

Business

(865) 862-6800Call Visit WebsiteVisit Website Map & DirectionsDirections8351 E Walker Springs Ln Ste 101Knoxville, TN 37923 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	8:00 am - 5:00 pm
Fri:	8:00 am - 4:00 pm

Places Near Knoxville with Investment Advisory Service

Louisville (12 miles)
Powell (12 miles)
Lousiville (12 miles)

More Info

BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Phone: (865) 862-6818
Other Link: https://broganfinancial.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (865) 862-6800

Address: 8351 E Walker Springs Ln Ste 101, Knoxville, TN 37923

Website: https://broganfinancial.com

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Brogan Financial Inc

Tax Planning
What is the single greatest expense you’ll pay in your lifetime? For most people, the correct answer is taxes. While many overlook the importance of tax planning in creating a financial plan, we believe it is an essential ingredient to creating long-term financial independence.
Charitable Giving
Estate Taxes
Tax Services
There is a substantial difference between tax planning and tax preparation. Tax preparation is what we do every year in the spring as we work to complete our tax returns. We use deductions, credits, exemptions, and exclusions to minimize the effect of the W2s and 1099s we have already received.
Roth IRA
The last day to contribute to a traditional or Roth IRA, and HSA for the previous year. In addition, for a trust or estate with a tax year ending December 31, the due date is April 15 of the following year.
Income Tax
Second, the retirement accounts present the greatest tax issue for most retirees to plan for at death. The income taxes have typically never been paid on most if not all of the money in these accounts. If you don’t pay the income tax, who do you think will? Your heirs.

Investment Management
Investment management should begin with a thorough analysis of your life goals. You should invest to achieve the outcome you desire. Whether it’s retirement, financial independence, or having the ability to give abundantly to worthwhile causes or some other goal, a properly crafted investment strategy should focus on what you want your money to provide. We then craft a plan to produce the greatest likelihood you will achieve that outcome.
Bonds
Wealth Management
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.

Accounting Services

Financial Planning
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 Brogan, talk show host and former Senior Market Advisor Magazine National Advisor of the year, 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.
Retirement Planning
Retirement income planning is, in our view, the most overlooked area in retirement planning today. While we all understand there are no absolute guarantees in life, planning for income security is at the foundation of a good retirement plan.
Long Term Care
Healthcare costs in retirement are rising: Between increased Medicare premiums, higher prescription drug prices, out-of-pocket expenses, and long-term care costs, retirees can end up spending a large portion of their savings on their health. Good health is priceless, but no one has an unlimited amount of money in retirement. This is why healthcare planning is such an important part of an overall retirement plan.

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