Free Financial Health Review
Your 3 Minute Money Plan
Answer a few simple questions and our 3-Minute Money Plan will provide personalized suggestions to improve your financial health.
It is a personalized, no-obligation review from Lion Of Judah Financial in Chattanooga, Tennessee, open to retirees, pre-retirees, and Federal and State Government Employees, and to anyone who wants a second opinion on a plan they already have.
Rather talk first?
(423) 326-5299Step one, about three minutes
Request my Free Financial Health Review
Share your name and phone number, pick the area closest to your question, and tell Bruno in a sentence or two what you hope to improve. Goals and concerns are all he needs to begin.
We Don't Offer Legal Advice, Nor Tax Advice!
After you press send
What happens next, entry by entry
- 01
Bruno reads your request himself
Your goals and concerns go to Bruno E. Pouliot, CRPC™, CKA®, not into a sales queue. The review is built from what you tell him.
- 02
You hear back within one business day
We'll get back to you within one business day, by phone or Zoom, whichever is easier for you. Appointments run Monday through Sunday, by appointment only.
- 03
You get suggestions, with no product pitch
The review is personalized and no-obligation. Bruno doesn't believe in selling you anything, so the conversation is education first, and the next step is yours to choose or leave alone.
What a review can touch
Start with the question that keeps you up at night
Your goals and concerns
Maybe it is how your pension, savings and Social Security fit together, whether your family is protected, what your heirs will receive, or how to put a debt payment to better use. Bruno works through retirement, insurance, estate and debt reduction questions in plain language, and brings in attorneys, CPAs, CFPs and real estate advisors from the team when your situation needs them.
Teachers, Administrators, College Professors, and First Responders are welcome, as are business owners and professionals. Information shared during planning sessions is confidential. See every planning area or meet Bruno first.
Education comes before any recommendation.