Tag Archives: Ruggie Rules

Ruggie Rule #1: “If it seems too good to be true, it probably is.” (Video)

Ruggie Rule #1: "If it seems too good to be true, it probably …

Ruggie Rule #1: "If it seems too good to be true, it probably is." – Today we kick off our new video series based on Tom's popular new book "Ruggie Rules for choosing and working with a financial advisor." Watch this short video where Tom explains the premise of Ruggie Rules and how to avoid financial strategies that are "too good to be true." To learn more about how to set up an initial free consultation and obtain your copy of Ruggie Rules, please visit www.RuggieWealth.com/ruggie-rules or call us at (352) 343-2700. Ruggie Rules is also available for purchase online at Amazon.com.

Posted by Ruggie Wealth Management on Monday, March 7, 2016

Ruggie Rule #1: “If it seems too good to be true, it probably is.” – Today we kick off our new video series based on Tom’s popular new book “Ruggie Rules for choosing and working with a financial advisor.” Watch this short video where Tom explains the premise of Ruggie Rules and how to avoid financial strategies that are “too good to be true.” To learn more about how to set up an initial free consultation and obtain your copy of Ruggie Rules, please visit www.RuggieWealth.com/ruggie-rules or call us at (352) 343-2700. Ruggie Rules is also available for purchase online at Amazon.com.

What Are Ruggie Rules?

3DBookThe Ruggie Rules are the rules I live by professionally and insist my team live by as well. They are not just part of our firm’s culture. They are part of our lives.

Whether you use our services or not, we want you to be able to benefit from the Ruggie Rules. Use them as a basis of comparison before you select an advisor. If you’re considering making a change from your current advisor, use them to develop a checklist or to frame the questions you want answered. I won’t deny that these rules place the way we do business in a good light. Once you understand what’s behind them, we think you will agree that they make companies that adhere to them the types of firms you WANT to do business with.

Ruggie Rules advocate on behalf of investors. In the case of those nearing or entering retirement, they don’t just address growing and preserving your wealth, they look at growing and preserving your quality of life and peace-of-mind throughout your golden years.

To Your Continued Success!
Thomas Ruggie

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.

Ruggie Rule #8: “Engage A Financial Team”

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 #8, from our latest book.

Engage A Financial Team: Whether in sports, business or personal finances, you want a team backing you up. Members of your financial team should help ensure each investment decision is made within the context of your overall financial strategy.

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.

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.

Ruggie Wealth Founder Debuts Second Book: “Ruggie Rules”

tom“Ruggie Rules,” the second book by Ruggie Wealth Management 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 in choosing the right financial advisor to help you make financial decisions that really matter.

“This book details why I believe it matters that you are intentional in picking an unbiased financial advisor who has a fiduciary responsibility to put your interests ahead of his or her own, addresses why I feel only 15% of investors should handle their own investments, underscores my opinion of the importance of 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. Copies of the book, along with a free consultation, are available upon request by contacting info@ruggiewealth.com or calling 352.343.2700, or may be purchased on Amazon.

3DBook“Our four-step Ruggie WealthCaresm approach to retirement explores where you are now, where you want to be in the future and gives you a roadmap for getting there,” said Ruggie, who in 2020 was honored as one of Barron’s Top 1200 Advisors, a recognition he earned for the eighth time, and as one of the Forbes/Shook Research Best-in-State Wealth Advisors, a recognition he has won the past two years.

“Our WealthCare process looks at what you are trying to accomplish, what you have to work with, when it might make sense to make adjustments, and helps measure and report your progress. Everyone deserves the peace of mind that comes with having a good financial plan. You don’t want to outlive your money.

Ruggie Rules” are not just a part of our corporate culture. They are the rules we live by every day. They are the guideposts that help us help put you on the right track to setting and keeping your financial goals, so you can have the financial peace of mind you deserve.”

ABOUT TOM RUGGIE, ChFC®, CFP®
Tom Ruggie is the Founder and President of Ruggie Wealth Management, and has served the needs of individuals, small businesses and non-profit organizations in Central Florida since 1991. He is a Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™, who has been featured as a financial expert in the Wall Street Journal, the New York Times, Investment News, Business Week and on CNN Money, Fox Business and more.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ruggie Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Ruggie Wealth Management by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser.

Tavares, The Villages®, Winter Park
352.343.2700
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Press Contact: Sheryl Garelick, PRfect Creative
Email | 352.343.1101

Click here to learn more about how to get your copy of Ruggie Rules.

Ruggie Rules #3 – “Experience Counts”

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 #3 from our latest book.

Experience counts.

Whether an advisor has spent many years in the business matters. Part of the value we bring to our clients is the perspective we’ve gained from working with OTHER clients. You don’t want your advisor using your money to learn on the job.

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.