Comprehensive Retirement Planning
Pensions, savings, Social Security timing and annuities mapped into reliable, tax-aware income you can count on.
Retirement, Estate & Insurance Planning
Financial Services with Integrity and Gratefulness
Lion Of Judah Financial is Chattanooga-based financial planning led by Bruno E. Pouliot, CRPC™, CKA®. Holistic retirement, estate and insurance strategies, taught with integrity and backed by a team of specialists, so you can plan clearly and confidently.
How Bruno works
We don't believe in selling you anything.
Nor you buying anything. Bruno prefers to educate and guide you first on your concerns, so valid questions get answered and trust is built before any recommendation. It's key to remove all emotions while making financial decisions; that way you see clearly and aren't forced.
The planning ledger, three entries long
Educate first
Every engagement opens with plain-language teaching on your own concerns, never a product. Information shared during client planning sessions is confidential, protected, and privileged between the planner and client.
ConfidentialBring in the team
Bruno uses a team-based planning model, bringing in credentialed advisors (attorneys, CPAs, CFPs and real estate advisors) as each client's situation needs them.
Team-basedReview together
After the process, recommendations are reviewed and any needed changes are discussed with your Retirement Planner, with regular check-ins from start to finish.
Ongoing
Chattanooga and the continental USA
Planning for businesses, professionals, and families
Also for Teachers, Administrators, College Professors, and First Responders, and for retirees, pre-retirees and Federal and State Government Employees who want second opinions on their current financial plans.
Insurance Planning
Life, disability, long-term care, lower-cost annuity plans, final expense coverages and Medicare-Supps, explained before anything is chosen.
Estate Planning
Titling, beneficiary designations and legacy goals, coordinated with counsel so more of what you built reaches your family.
Asset Protection Planning
A review of real estate, private holdings and insurance layers, so one bad event does not undo a lifetime of work.
Debt Reduction Analysis and Planning
We reduce your debt percentage and help you build wealth with the cash flow it frees up.
Philanthropic Planning
Giving planned as stewardship, aligned with your tax and estate goals through the CPAs and attorneys on the team.
A register you can check
Two designations, earned the same year
Bruno E. Pouliot has educated others in financial services in many different capacities. The letters after his name are the kind a stranger can look up, and he would rather you did.
CRPC™, 2005
Chartered Retirement Planning Counselor
Acquired from the College of Financial Planning in Denver, Colorado.
CKA®, 2005
Certified Kingdom Advisor
Earned through Ron Blue and company. By Bruno's account he was the first graduate of this prestigious designation, which asks for rigorous coursework, an examination and proof of technical competence.
28
In The Business For 28 Years, by his own count.
“Great services! Fast, friendly and educated. Would highly recommend!”
CHARISSE CROSLAND
“Awesome consulting. True expert!”
MONTANA GAMBLE
Consultations in English, French or Spanish: Bruno is tri-lingual in French, English, and intermediate Spanish. Read his story.
Asked most often
Straight answers on how Bruno plans
We Don't Offer Legal Advice, Nor Tax Advice!
Those questions go to the attorneys and CPAs on the planning team.
We don't believe in selling you anything, nor you buying anything. Bruno prefers to educate and guide you first on your concerns, answer valid questions and build trust, so that you make financial decisions clearly and without pressure.
A CKA® applies biblical wisdom in counsel by completing the rigorous Certified Kingdom Advisor® coursework and examination, and shows technical competence through an approved professional designation or at least 10 years of full-time experience. Bruno earned the designation in 2005.
Yes. Lion Of Judah Financial offers second opinions on current financial plans for retirees, pre-retirees, and Federal and State Government Employees.
No. We Don't Offer Legal Advice, Nor Tax Advice! Bruno works with a team of credentialed advisors, including attorneys, CPAs, CFPs and real estate advisors, and brings them in when your situation needs them.
No. The practice is based in Chattanooga, Tennessee and plans for clients across the continental USA by phone or Zoom. Appointments are available Monday to Sunday, by appointment only.
Call (423) 326-5299, or take the 3 Minute Money Plan for a Free Financial Health Review: a few simple questions that return personalized suggestions to improve your financial health. Messages are answered within one business day.
Currently Open by Appointment
(423) 326-5299Monday - Sunday, By Appointment Only. Bruno meets clients from Chattanooga to anywhere in the continental USA by phone or Zoom, and replies to messages within one business day. Second line: (628) 243-6122.