Tavares | Winter Park | The Villages

Pragmatic Retirement Planning by Professionals You Can Trust

When it comes to your retirement, we reject formulaic answers or cookie-cutter plans. At Ruggie Wealth Management, we avoid the temptation to idealize the road ahead. Instead, we look at where you are and where you need to be financially by looking at multiple indicators that can help you prepare and improve your financial health in the years ahead. We think through multiple scenarios, (for example, how do you best avoid outliving your money), provide action steps to help set you on the right course, monitor how you’re doing, and consistently communicate where you are in meeting your goals.

Our innovative Ruggie Method Distribution Strategy replaces conventional evaluation processes which determine how and when an individual’s retirement savings should be distributed, with a statistical method. This Ruggie Method Distribution Strategy is also ideal for helping foundations determine the optimum annual distribution of their portfolio balances.

These are just some of the reason, Ruggie Wealth Management Founder and CEO Tom Ruggie, ChFC®, CFP®, has been named to Barron’s 2017 list of America’s Top 1,200 Advisors, the fifth time he has earned this distinction, and the third time in a row.

Factors this ranking takes into consideration include quality of practice, assets under management, revenues, and philanthropic work. As Tom has invested into his career and company, Ruggie Wealth Management will invest in you, your financial strategy and retirement plan.

Call us today at (352) 343-2700 to ask any questions or to set up a time to meet with our wealth management advisors. Planning for the future starts today. We are here to help.

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