Knoxville's Jim Brogan Named National Advisor of the Year

Service to the retirement community fueled Brogan's passion

Sep 14, 2011, 09:29 ET from Brogan Financial

KNOXVILLE, Tenn., Sept. 14, 2011 /PRNewswire/ -- Senior Market Advisor, the industry's leading print publication for financial advisors specializing in retirement services, announced in the September edition of the magazine that Jim Brogan has been named the 2011 Advisor of the Year. The Advisor of the Year is the industry's most prestigious award and recognizes the top advisor who is successful, trustworthy, committed, ethical, and community-focused.

(Photo: http://photos.prnewswire.com/prnh/20110914/CL65065 )

Jim Brogan, founder and president of Brogan Financial, a Knoxville-based retirement and legacy planning firm, is an advisor, author, talk show host, and philanthropist. Headed down a different path in music, Brogan decided to change courses and enter the financial services industry when he got hit by the investments and finance bug while immersed in an MBA program at The University of Tennessee.

After starting his own firm in 2001, Brogan finally found his niche in 2002 when his parents were facing retirement and he saw firsthand the challenges they were facing. "My parents were aging and I saw their needs were unique and I saw there were very few professionals who understood their unique needs and also served them effectively," said Brogan.

"The day someone retires they cross a very important line," said Brogan. "Once that line is crossed, people move out of the income accumulation phase of life, into a distribution phase and they begin to draw money from their life savings.

"The retirement phase of life creates a whole new set of challenges for retirees that are far different from the financial obstacles they face throughout their working years. By focusing only on the retirement sector of the financial services industry, it better allows me as an advisor to provide advice and create plans that take into account those very unique needs of retirees. I'm passionate about serving the retirement community and given that more than 7,000 baby boomers are retiring each day across our country, the need has never been greater to provide that specialized advice to this terrific group of people."

"Jim Brogan epitomizes what Senior Market Advisor looks for in an Advisor of the Year," said Daniel Williams, editor for Senior Market Advisor. "He values every client meeting as a teaching opportunity where the client can walk away with a better understanding and a better feeling about how their money is being allocated for retirement."

In addition to being recognized at the opening of Senior Market Advisor Expo, Brogan is featured on the September cover of Senior Market Advisor.

About Jim Brogan and Brogan Financial

Brogan Financial, is an SEC Registered Investment Advisory firm. Jim is Board Certified in Estate Planning (BCE), is a Certified Retirement Financial Advisor (CRFA), and holds his Master's Degree in Business (MBA) from The University of Tennessee.

Jim serves on The University of Tennessee's Department of Finance Advisory Council, hosts "More Living with Jim Brogan" each Saturday on NewsTalk 98.7 FM, is a financial contributor to WBIR Channel 10 and WTNZ Fox 43. Jim is an active member of First Baptist Concord. He and his wife Dee Dee and their daughters Mary Caroline and Elizabeth Grace live in West Knoxville.

Media Contact:
Brooks A. Brown
Director of Public Relations
Brogan Financial, Inc.
Office: 865-862-6800
Web: www.broganfinancial.com

SOURCE Brogan Financial



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