Tag Archives: Financial Advisor

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Ruggie Rule #1: “If it seems too good to be true, it probably is.” (Video)

Ruggie Rule #1: "If it seems too good to be true, it probably …

Ruggie Rule #1: "If it seems too good to be true, it probably is." – Today we kick off our new video series based on Tom's popular new book "Ruggie Rules for choosing and working with a financial advisor." Watch this short video where Tom explains the premise of Ruggie Rules and how to avoid financial strategies that are "too good to be true." To learn more about how to set up an initial free consultation and obtain your copy of Ruggie Rules, please visit www.RuggieWealth.com/ruggie-rules or call us at (352) 343-2700. Ruggie Rules is also available for purchase online at Amazon.com.

Posted by Ruggie Wealth Management on Monday, March 7, 2016

Ruggie Rule #1: “If it seems too good to be true, it probably is.” – Today we kick off our new video series based on Tom’s popular new book “Ruggie Rules for choosing and working with a financial advisor.” Watch this short video where Tom explains the premise of Ruggie Rules and how to avoid financial strategies that are “too good to be true.” To learn more about how to set up an initial free consultation and obtain your copy of Ruggie Rules, please visit www.RuggieWealth.com/ruggie-rules or call us at (352) 343-2700. Ruggie Rules is also available for purchase online at Amazon.com.

RWM News

What Are Ruggie Rules?

3DBookThe Ruggie Rules are the rules I live by professionally and insist my team live by as well. They are not just part of our firm’s culture. They are part of our lives.

Whether you use our services or not, we want you to be able to benefit from the Ruggie Rules. Use them as a basis of comparison before you select an advisor. If you’re considering making a change from your current advisor, use them to develop a checklist or to frame the questions you want answered. I won’t deny that these rules place the way we do business in a good light. Once you understand what’s behind them, we think you will agree that they make companies that adhere to them the types of firms you WANT to do business with.

Ruggie Rules advocate on behalf of investors. In the case of those nearing or entering retirement, they don’t just address growing and preserving your wealth, they look at growing and preserving your quality of life and peace-of-mind throughout your golden years.

To Your Continued Success!
Thomas Ruggie

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To learn more about receiving a copy of Ruggie Rules, call us at 352.343.2700 or simply fill out the online form in the sidebar on the Ruggie Rules landing page.

RWM News

Ruggie Rule #8: “Engage A Financial Team”

Transcript: Hi, I’m Tom Ruggie with Ruggie Wealth Management, a local investment advisory firm providing customized financial planning for more than 25 years, here with Ruggie Rule #8, from our latest book.

Engage A Financial Team: Whether in sports, business or personal finances, you want a team backing you up. Members of your financial team should help ensure each investment decision is made within the context of your overall financial strategy.

Call today for your free consultation and copy of our new book, Ruggie Rules. Experience the Ruggie Wealth difference.

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To learn more about receiving a copy of Ruggie Rules, call us at 352.343.2700 or simply fill out the online form in the sidebar on the Ruggie Rules landing page.

RWM News

Ruggie Rules #4 – “Insist on an RIA who works in your best interest.”

Transcript: “Hi, I’m Tom Ruggie with Ruggie Wealth Management, a local investment advisory firm providing customized financial planning for more than 25 years, here with Ruggie Rule #4 from our latest book.

Insist on a registered investment advisor who works in your best interest. We must legally and ethically put your best interests ahead of our own, and are legally answerable to state or federal authorities.

Call today for your free consultation and copy of our new book, Ruggie Rules. Experience the Ruggie Wealth difference.”

To learn more about receiving a copy of Ruggie Rules, call us at 352.343.2700 or simply fill out the online form in the sidebar on the Ruggie Rules landing page.

RWM News

Ruggie Rules #3 – “Experience Counts”

Transcript: “Hi, I’m Tom Ruggie with Ruggie Wealth Management, a local investment advisory firm providing customized financial planning for more than 25 years, here with Ruggie Rule #3 from our latest book.

Experience counts.

Whether an advisor has spent many years in the business matters. Part of the value we bring to our clients is the perspective we’ve gained from working with OTHER clients. You don’t want your advisor using your money to learn on the job.

Call today for your free consultation and copy of our new book, Ruggie Rules. Experience the Ruggie Wealth difference.”

To learn more about receiving a copy of Ruggie Rules, call us at 352.343.2700 or simply fill out the online form in the sidebar on the Ruggie Rules landing page.