Maximizing The Client Experience During The Retirement, Estate, And Insurance Planning Process
Financial Services with Integrity and Gratefulness
About Us
In The Business For 28 Years
Bruno E Pouliot has educated others in financial services in many different capacities. Bruno believes in a team approach, and also believes educating others in the planning processes is the best way. He acquired his CRPC Chartered Retirement Planning Counselor designation from the College of Financial Planning in Denver, Colorado in 2005. He also acquired his CKA Certified Kingdom Advisor designation from Ron Blue, and company in 2005; he was the first graduate of this prestigious designation. Bruno has two gorgeous daughters that are his everything and is also tri-lingual in French, English, and intermediate Spanish. Bruno loves to help people, and make a difference in the lives of other people. A Holistic approach is the best and keeps honesty, integrity, and transparency at the forefront of everything we do.
What We Do
Services Offered
- Planning for Businesses, professionals, and families
- Planning for Teachers, Administrators, College Professors, and First Responders
- We also offer other services through our teams of other credentialed advisors. (Attorneys, CPAs, CFPs, and real estate advisors)
- Financial Educational guidance
- Comprehensive Retirement Planning
- Insurance Planning (life, disability, long-term care, lower-cost annuity plans, final expense coverages, and Medicare-Supps)
- Estate Planning
- Philanthropic Planning
- Asset Protection Planning
- Debt Reduction Analysis and planning ( we reduce your debt % and help u build wealth)
- Generational Succession Planning
We Don’t Offer Legal Advice, Nor Tax Advice!
Bruno Pouliot CRPC, CKA
- Chartered Retirement Planning Counselor
- Certified KIngdom Advisor
Retirement Planning Topics Covered:
CRPC®
- Maximizing the Client Experience During the Retirement Planning Process
- Principles and Strategies When Investing for Retirement
- (Review of Realestate holdings, and other illiquid assets)
- Making the Most of Social Security Retirement Benefits
- Bridging the Income Gap: Identifying Other Sources of Retirement Income
- (Learning ways to insure, protect incomes and protect the risks of Retirement Plans)”
- Navigating Health Care Options in Retirement
- Making the Emotional and Financial Transition to Retirement
- Designing Optimal Retirement Income Stream
- Achieving Income Tax and Estate Planning Objectives in Retirement
- (Covering the topic of generational Wealth transfers as well)
- (Protecting Estates from the government; keeping it within family, heirs, and children)
- Fiduciary, Ethical, and Regulatory Issues
- (Not all modules are always covered; depends on each particular situation)
- Conservatorship
Confidentiality!
What is shared per client planning sessions are considered to be confidential, protected, and privileged information between the planner - client relations- After the process, I’ll consider implementing any recommendations shared with me; if my plan needs changes or improvements. I will discuss all options with my Retirement Planner!
A Team Approach!
Bruno Pouliot believes in a Team approach to planning. Incorporating other needed credentialed advisors; when a need becomes present such as legal, tax, and other areas of education for each situation.
Why A CKA?
Certified Kingdom Advisor® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be:
We offer phone and Zoom meetings to accommodate COVID-19 regulations.
We don’t believe in selling you anything, nor you buying anything. We prefer to educate and guide you first on your concerns. That way we answer valid questions and build, trust, and rapport with our clients. It’s key to remove all emotions while making financial decisions; that way you see clearly and aren't forced.
Lion Of Judah Financial / Bruno E Pouliot CRPC, CKA, Financial Educational Guidance, Comprehensive Retirement Planning, Insurance Planning (Life, Disability, Long-term Care, Lower-cost Annuity Plans, Final Expense Coverages, And Medicare-supports), Estate Planning, Philanthropic Planning, Asset Protection Planning, Chattanooga, Tennessee
Lion Of Judah Financial / Bruno E Pouliot CRPC, CKA offers top-notch services such as financial educational guidance, comprehensive retirement planning, insurance planning, estate planning, philanthropic planning, asset protection planning in Chattanooga, Tennessee, and nearby areas.
