We empower retirees and pre-retirees in East Tennessee and beyond to lead fulfilling and financially confident lifestyles. At Blue Ridge Wealth Planners, we know how to take the complexity out of financial planning. We will help you create a Plan for Everything that covers all the bases in your wealth world.
At Blue Ridge Wealth Management, we know how to take the complexity out of financial planning. We will help you create a Plan for Everything that covers all the bases in your financial world. Get answers to your questions about retirement income, tax strategies, and much more at one of our live events.
At Blue Ridge Wealth Management, we know how to take the complexity out of financial planning. We will help you create a Plan for Everything that covers all the bases in your financial world. Get answers to your questions about retirement income, tax strategies, and much more at one of our live events.
Services
Our team at Blue Ridge Wealth Planners is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. As the founder of Blue Ridge Wealth Planners, Bob Fugate is focused on helping clients work toward their retirement dreams with a comprehensive and personalized strategy.
Two financial professionals go back and forth on the pros and cons, advantages and disadvantages, and general comparisons of one topic per episode. John Vandergriff is our Wealth Planning Team Lead. He has been a wealth planner for 9 years and on the air for 7 as your source for all things retirement.
Get tips on how to optimize your retirement and strategies that can help protect your assets. John Vandergriff has been on the air for 7 years as your source for all things retirement. John covers everything from how current events could affect your savings, to strategies to maximize your retirement income, and everything in between on Plan For Everything.
Understanding financial rules should be one of the first steps to achieving comfort in how you plan for retirement. We want to give you that opportunity before even meeting us. In this episode, Bob Fugate explains how it's possible to lose money on bonds when interest rates rise! People often invest in bonds for safety, but if you have an unexpected need to pull out before maturity they can create the same devastating losses as stocks.
Attending our events is ideal, as you get to interact with the speaker in real time. However, we wanted you to have access to the information given even after the event is over. 2019 has seen a very volatile stock market. We will discuss the causes for this, whether or not we expect this to continue going forward, and ways you can protect your retirement regardless of the market's highs and lows.
Reviews (2)
Bruce Cheryl Bell
Jan 19, 2022
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Royce Butler
Aug 23, 2020
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Thought would be a family friendly advisor but I feel like it’s far from the truth! Do not see any willingness to recognize valve of common customer. All calls have been self-generated and not advisor recognizing me as the customer. Starting to have investor-remorse, when I thought Blue Ridge was a family oriented investor to a blue-collar customer.
Update: John, appreciate you taking the time to hear my concerns and make sure we are on the same plan moving forward. This was important to me and we are looking forward to a great future working to help us prepare for retirement! Thank you again
Update: John, appreciate you taking the time to hear my concerns and make sure we are on the same plan moving forward. This was important to me and we are looking forward to a great future working to help us prepare for retirement! Thank you again
