Retirement Solutions, LLC - Todd Pooley & Rhett Pooley

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A lot can change in a year. Your retirement plan should reflect your current goals, circumstances, and priorities, not j...
10/09/2026

A lot can change in a year. Your retirement plan should reflect your current goals, circumstances, and priorities, not just the decisions you made when you first retired.

Use this checklist as a starting point for your next review.

đź“Ś Save it for later or share it with someone who could use a year-end reminder.

Retirement planning can involve a lot of numbers, but the numbers were never really the point.It’s the people you love. ...
10/05/2026

Retirement planning can involve a lot of numbers, but the numbers were never really the point.

It’s the people you love. The memories you hope to make. The years you’ve spent building a life… and a legacy you hope to leave behind.

Maybe that’s why this work has always felt personal to us.

Behind Retirement Solutions are people with families, stories, hopes, and reasons for planning for tomorrow, too.

Built on trust. Rooted in family. And grateful for the opportunity to help other families prepare for what comes next. 🤍

One of the best things you can bring to a retirement consultation?Your questions.You don't need to know all the terminol...
09/25/2026

One of the best things you can bring to a retirement consultation?

Your questions.

You don't need to know all the terminology or have everything figured out before you walk through the door. Our goal is that you feel confident in your plan.

đź“Ś Save this before your next retirement conversation.

Retirement changes the way you think about income.Instead of receiving one regular paycheck, your income may come from s...
09/21/2026

Retirement changes the way you think about income.

Instead of receiving one regular paycheck, your income may come from several different places.

Understanding how those pieces fit together can help you ask better questions about your retirement.

đź“Ś Save this one for later.

Some of the most important retirement conversations happen at home.Where will our income come from? What do we want reti...
09/15/2026

Some of the most important retirement conversations happen at home.

Where will our income come from? What do we want retirement to look like? And are we both prepared if life changes?

đź“Ś Save these questions and talk through them together.

Never been to one of our retirement seminars?Think education, conversation, and retirement topics explained in a way tha...
09/11/2026

Never been to one of our retirement seminars?

Think education, conversation, and retirement topics explained in a way that's easy to understand.

đź“ž Call our office at 863-632-0139 for upcoming seminar dates and to reserve your spot.

Five years can go by quickly.If retirement is starting to feel less like "someday" and more like a real date on the cale...
09/10/2026

Five years can go by quickly.

If retirement is starting to feel less like "someday" and more like a real date on the calendar, now is a good time to take a closer look at your plan.

📌 Save this for later—or share it with someone getting close to retirement.

Address

930 State Road 60 East
Lake Wales, FL
33853

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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