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Independent Financial Advisors
Serving the Retirees of Polk and
Highlands Counties for 31 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!  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.

 

Retirement Solutions started 2020 off with the hiring of Rhett into the business.  Rhett has been working alongside his Dad now for 3 years.  Their goal and the goal of Retirement Solutions will always be to keep your Retirement Savings SAFE!

Rachel, Samantha (Loston), Lauren
Rhett & Todd

November 2022
TODD POOLEY & RHETT POOLEY
Financial Advisors
SERVICES
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CONSERVATIVE ADVICE

INVESTING WITH PRINCIPLE GUARANTEES & INSURANCE

PROVIDING LIFETIME INCOME

PROTECTING ASSETS FROM PROBATE & NURSING HOME SPEND DOWN
TEAM
VISION OF SERVICE
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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
CLIENTS
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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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