When planning for retirement, focusing on one or two indicators to assess how good your financial health is, makes no more sense than focusing only on your blood pressure and heart rate to assess how good your actual health is. This is where the latest book by Wealth Manager Thomas Ruggie, ChFC(R), CFP(R) comes in. The Ruggie WealthCare(TM) Retirement Scorecard creates a blueprint for understanding and improving your financial health in retirement, and achieving greater peace of mind.
About the Author:
Thomas H. Ruggie, ChFC(R), CFP(R)
President, Ruggie Wealth Management
Tom, a veteran of the investment and financial planning industries, began his career in 1991 and subsequently founded Ruggie Wealth Management to serve individuals, small businesses and non-profit organizations. He is also president of two 401(k) firms (Asset Advisors of America and Edge 401(k) Solutions) and Destiny Family Office, which provides comprehensive investment and life-planning solutions to affluent individuals, entrepreneurs, entertainers, athletes and their families.
Today, cumulatively, these firms and their principals advise on nearly $750 million in assets.
He has been quoted in media including The Wall Street Journal, New York Times, CNN Money, CNBC, and Fox Business News. He has received national recognition as a top-performing investment advisor by organizations including:
- 2017, 2016, 2015, 2013, 2009 Barron's Top 1200 Financial Advisors
- 2016 Forbes Finance Council (One of Only About 20 Advisors Nationwide)
- 2017, 2016 Top 300 Advisors Financial Times
- 2017 (Top 50 Fastest Growing RIA Firms), 2016, 2015, 2014, 2011 Top RIA Firms, Financial Advisor Magazine
- 2016, 2015, 2014, 2012, 2011 Five-Star Professional Wealth Managers
- 2011 Top 100, Registered Rep
- 2011 Top 100, Top 40, 401k Wire (web)
- 2011 Top 100 Financial Advisors, Advisor One
The Florida native has served on numerous boards of directors for for-profit and not-for-profit organizations and foundations. He was appointed by the Governor to the Florida Prepaid College Plan which manages more than $10 billion in assets and serves over 80,000 college students annually, and served as its vice-chairman.
In 2013, he and wife Kim created the Tom and Kim Ruggie Family Foundation to support projects that strengthen the bond of families, improve the quality of people's lives and enhance opportunities for access to life-enriching services such as healthcare and education.
