Retirement Solutions

Financial Consulting
A Conservative Approach for Today's Retirees
TODD POOLEY
Financial Advisor
Helping You Put the Financial Pieces Together
TODD POOLEY
Financial Advisor
An Independent Financial Advisor
Serving the Retirees of Polk and
Highlands Counties for 29 Years.

Todd Pooley is a third generation Floridian.  He was licensed by

the Florida Department of Financial Services in 1992 (William Todd

Pooley, License #A209508).  That same year, he was appointed as a

Registered Representative with Prudential.  In 1993, Todd married

his beautiful wife, Rachel.  They had their first child, Rhett, in 1997.

Their daughter, Lauren, followed 3 years later in 2000.

In 2002, Todd was multi-licensed and became an Independent

Financial Advisor.  He incorporated and opened his own company, Retirement Solutions, LLC.  His mother worked as his assistant until she retired.  A few years later, Rachel joined Todd in the business as the Marketing and Office Manager.

In 2019, their son, Rhett, graduated from Polk State College with his Bachelors Degree in Business & Finance.  That same year, Rhett married Samantha Franks.  Sam is a 5th grade teacher and loves it!  Todd and Rachel's daughter, Lauren, is currently attending the University of Central Florida with plans to be a nurse.

 

Retirement Solutions began January 2020 with the hiring of Rhett into the business.  Rhett has been working alongside his Dad now for over a year and was just recently licensed with the Florida Department of Financial Services.  Their goal and the goal of Retirement Solutions will always be to keep your Retirement Solutions SAFE!

Todd, Rachel, Lauren, Samantha & Rhett
November 2020
 
CONSERVATIVE ADVICE
INVESTING WITH PRINCIPLE GUARANTEES & INSURANCE
PROVIDING LIFETIME INCOME
PROTECTING ASSETS FROM PROBATE & NURSING HOME SPEND DOWN
 
VISION OF SERVICE
To meet the unique and ever changing needs of today's retirees, RETIREMENT SOLUTIONS is committed to offering industry leading investments to provide:
 
  • Safety & Security
  • Growth & Preservation
  • Control & Access
  • Guaranteed Lifetime Income
 
VISION OF COMMITMENT
Our extremely conservative approach towards retirement investing will not keep you up at night.  We like to refer to it as SLEEP INSURANCE.
Uncertain financial markets have driven many retirees to seek more secure investments.  "Sleep Insurance" is what we offer.  Knowing your money is protected from financial market volatility with a interest rate guarantee!
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