Tag Archives: om Ruggie

Ruggie Rules #4 – “Insist on an RIA who works in your best interest.”

Transcript: “Hi, I’m Tom Ruggie with Ruggie Wealth Management, a local investment advisory firm providing customized financial planning for more than 25 years, here with Ruggie Rule #4 from our latest book.

Insist on a registered investment advisor who works in your best interest. We must legally and ethically put your best interests ahead of our own, and are legally answerable to state or federal authorities.

Call today for your free consultation and copy of our new book, Ruggie Rules. Experience the Ruggie Wealth difference.”

To learn more about receiving a copy of Ruggie Rules, call us at 352.343.2700 or simply fill out the online form in the sidebar on the Ruggie Rules landing page.