Independent Financial Advisors
Serving the Retirees of Polk and
Highlands Counties for 33 Years.
TODD POOLEY & RHETT POOLEY
Financial Advisors
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.
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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.
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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! Rhett and Sam had their first child, William Loston Pooley, on Jan. 4, 2023! Todd and Rachel's daughter, Lauren, recently graduated from the University of Central Florida with her Bachelor of Science in Nursing and is now a Labor and Delivery Nurse.
Retirement Solutions started 2020 off with the hiring of Rhett into the business. Rhett has been working alongside his Dad now for over 4 years. Their goal and the goal of Retirement Solutions will always be to keep your Retirement Savings SAFE!
Rhett, Samantha, Rachel,
Loston, Todd, Lauren & Curt
November 2024
CONSERVATIVE ADVICE
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INVESTING WITH PRINCIPLE GUARANTEES & INSURANCE
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PROVIDING LIFETIME INCOME
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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:
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Safety & Security
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Growth & Preservation
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Control & Access
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Guaranteed Lifetime Income