Planning for Your Success & the Success of Your Employees
Our retirement planning solutions serve businesses with the same holistic and impartial approach that guides all aspects of Ruggie Wealth Management. Tom Ruggie has demonstrated his expertise in creating retirement planning processes that meet the increasingly complex needs of employers and retirement plan participants alike. Our technology and resources help reduce cost and fiduciary risk, while our team of advisors serve as an extension of your human resources department.
The Secret to Getting Ahead Is Getting Started. Mark Twain
Let’s get started today.
Asset Advisors of America
Tom Ruggie has been named President of Asset Advisors of America (AAA), a 401 (k) company, creating a strategic alliance that meets the increasingly complex needs of employers and retirement plan participants. AAA 401 (k) offers plans which encourage participants to Invest. Succeed. Protect.sm Unlike traditional brokers, AAA’s team are specialists in 401 (k) plans, are independent and provide access to some of the top defined contribution services providers in the industry. It’s principals are advisors to over 600 plans with approximately $400 million of assets under management. AAA’s affiliate, Insurance Office of America (IOA), serves as official insurance broker to the Orlando Magic, Jacksonville Jaguars, Washington Capitals, LPGA and other notable clients from the sports and entertainment fields.
The Road to A Smooth Retirement
Ruggie Wealth Management has the strategic alliances and resources you need to make the road to retirement for you and your team members as smooth as possible. We can conduct a comprehensive review of your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage. We can help you plan for your retirement with a succession plan that can be adjusted as your plans change.
Insurance Office of America
Ruggie Wealth Management has developed a strategic alliance with Insurance Office of America, a privately held, full-service insurance agency which is now one of the fastest-growing independent insurance agencies in the U.S. IOA is Florida’s largest privately-held insurance agency, currently the 10th largest privately-held agency according to Insurance Journal, and the 31st largest U.S. broker according to Business Insurance magazine. The agency has offices coast-to-coast, stretching from Florida to California. As our partner, IOA can work with you to design and implement a custom-tailored program that can incorporate traditional insurance coverages, alternative risk financing techniques, human resources outsourcing, or any possible combination of the products and services they offer.
Whether you operate in one state, one country or around the world, or just need Florida Property Insurance, IOA can help you minimize the cost of risk and maximize protection so you can focus on growing your business.
When Ruggie Wealth Management develops investment strategies for businesses, foundations and endowments, we look past short-term turbulence and market fluctuations to identify investments with attractive risk/reward characteristics.
We offer comprehensive investment services to address your business’s financial and portfolio management needs. Some of our business clients hire us to provide end-to-end solutions. Alternatively, some of our clients may prefer to hand-pick services on an a la carte basis.
Either way, we are here to help oversee the complex process of managing wealth by providing the processes, team and proactive advice necessary to do so.