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 28 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.  Todd has now been serving the Retirees of Polk and Highlands Counties for 28 years.

2019 was a year of change for the Pooley family.  Their son, Rhett, graduated from Polk State College in March with his Bachelors Degree in Business & Finance and he married Samantha Franks.  Their daughter, Lauren, graduated from high school 3rd in her class and began attending the University of Central Florida to major in nursing.  Rachel joined Todd at Retirement Solutions, LLC this past August.  Rhett was the most recent addition to the business.  He began working with his Dad on January 1, 2020.  They are excited to see what 2020 will bring!

Todd, Rachel, Lauren, Rhett & Samantha
March 30, 2019
 
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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