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Tavares, FL 32778
(352) 343-2700
Toll Free: (888) 343-2711

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Winter Park, FL 32789
(407) 644-2701

Pinellas Plaza, #2520
(2520 Burnsed Blvd.)
The Villages, FL 32163
(352) 343-2700


NEW BOOK! Ruggie Rules: For Choosing And Working With A Financial Advisor

3DBook

Ruggie Rules, the newest book by Ruggie Wealth Mangement Founder and President Thomas Ruggie, ChFC®, CFP®, shares important guideposts for planning for a secure financial future, whether you’re retiring “some day”, nearing retirement or already retired. It lays out 25 rules to help you feel more confident and less stressed about making financial decisions that really matter.

“This book shows you why it’s critical to be intentional in picking an unbiased financial advisor who has a legal responsibility to put your interests ahead of his or her own, addresses why only 15% of investors should handle their own investments, details the importance of why you need a well-thought-out strategic financial plan created specifically for you, shines a light on how advisors are compensated and why that matters to you, and then ties all of these to a groundbreaking approach to financial planning that is all about taking action,” said Ruggie.

To receive a copy of Ruggie Rules, call us at 352.343.2700 or simply fill out the online form in the sidebar to your right to set up a free initial consultation. You can also click here to order Ruggie Rules through Amazon.com.

Also, click here for a free download of “Eight Questions to Ask Before Choosing Your Advisor… Or Changing to a New One.” This helpful questionnaire covers the main topics we explore and explain further in Ruggie Rules.

Ruggie Rules Sign-Up Form

To receive a copy of Ruggie Rules, call us at 352.343.2700 or simply fill out the online form below to set up a free initial consultation.
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