Proudly Serving Chattanooga — and Beyond
Comprehensive financial planning for clients across the continental USA.
Retirement, Estate & Insurance Planning
Financial Services with Integrity and Gratefulness
Chattanooga-based financial planning led by a CRPC™, CKA® advisor. We provide holistic retirement, estate, and insurance strategies with integrity, education, and a team of specialists—so you can plan clearly and confidently.
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.
Services Offered
What We Do
- 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
Life insurance
Life insurance is a contract where an insurer pays a designated beneficiary a sum of money, called the death benefit, upon the death of the insured policyholder. This financial support helps cover costs like living expenses, medical bills, and burial expenses for the beneficiaries after the insured's death. Policyholders pay regular premiums for this coverage, with the cost based on factors like age, health, and the policy type.
Disability income (DI)
Disability income (DI) insurance replaces a portion of your income if an illness or injury prevents you from working and earning a living. It provides a financial safety net to help cover essential expenses like rent, groceries, and utilities when you cannot work, available through employers, private insurance companies, or government programs. Coverage can be short-term or long-term, with policies paying benefits on a monthly basis after a waiting period
Long-term care (LTC)
Long-term care (LTC) insurance helps pay for services like assistance with daily activities, home health care, nursing home, or assisted living care when you are unable to care for yourself due to a chronic illness or disability. Unlike health insurance or Medicare, LTC insurance covers ongoing support and care not typically covered by traditional plans, helping to protect your savings from the significant costs of extended care. You must meet certain criteria, such as being unable to perform a minimum number of "activities of daily living" (ADLs), to receive benefits.
Retirement Planning Topics Covered:
CRPC™
Confidentiality. Information shared during client planning sessions is confidential, protected, and privileged between the planner and client. After the process, recommendations are reviewed and any needed changes are discussed with your Retirement Planner.
A Team Approach. Bruno Pouliot uses a team-based planning model, bringing in credentialed advisors (legal, tax, and other specialists) as needed to serve each client’s unique situation.
Not all modules are always covered; depends on each particular situation.
Why A CKA®?
Certified Kingdom Advisor® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be:
By completing the rigorous Certified Kingdom Advisor® coursework and examination.
By providing evidence of an approved professional designation (varying by discipline) or by having at least 10 years of full-time experience in their discipline.
By agreeing to espouse and practice the Kingdom Advisors Code of Ethics, by maintaining active local church involvement, and by providing pastoral and client letters of reference.
By pledging that they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income.
Lion of Judah Financial
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
Chattanooga, Tennessee