Retirement Solutions, LLC - Todd Pooley & Rhett Pooley

Retirement Solutions, LLC - Todd Pooley & Rhett Pooley Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Retirement Solutions, LLC - Todd Pooley & Rhett Pooley, Financial planner, 930 State Road 60 East, Lake Wales, FL.

Claiming Social Security is one of the biggest retirement decisions you’ll make. These questions can help you start thin...
08/10/2026

Claiming Social Security is one of the biggest retirement decisions you’ll make. These questions can help you start thinking through your options.

📌Save this post for when you’re ready.

Retirement is more than picking a retirement date. It’s a series of important decisions.📌Save this checklist for future ...
08/05/2026

Retirement is more than picking a retirement date. It’s a series of important decisions.

📌Save this checklist for future reference or share it with someone who’s preparing for retirement!

For over three decades, we’ve had the privilege of walking alongside families through some of life’s biggest milestones....
07/30/2026

For over three decades, we’ve had the privilege of walking alongside families through some of life’s biggest milestones.

We’re thankful for every conversation, every referral, and every family who has placed their trust in us.

Saving for retirement and living in retirement aren’t the same thing.As retirement approaches, many people begin thinkin...
07/29/2026

Saving for retirement and living in retirement aren’t the same thing.

As retirement approaches, many people begin thinking less about accumulation and more about how their savings will support the years ahead.

Every retirement journey is different, which is why having a plan that fits your goals matters.

07/27/2026

For more than 35 years, Retirement Solutions has been built on something that never goes out of style…relationships.

Today, Todd and Rhett continue that legacy together. Combining decades of experience with a shared commitment to helping families feel more confident about retirement.

We’re grateful for the opportunity to serve our community, one conversation at a time.

Trust is built one relationship at a time.For more than 34 years, we’ve had the privilege of serving the families of Pol...
07/23/2026

Trust is built one relationship at a time.

For more than 34 years, we’ve had the privilege of serving the families of Polk and Highlands Counties-not just as financial professionals, but as neighbors, friends, and members of this community.

Helping people feel more confident about retirement has always been our purpose, and we’re grateful for every family who has trusted us to be part of their journey.

Thank you for allowing our family to serve yours.

We believe retirement planning isn’t something you check off the list…it’s an ongoing process because life doesn’t stand...
07/20/2026

We believe retirement planning isn’t something you check off the list…it’s an ongoing process because life doesn’t stand still.

As your goals, family, health, and circumstances change, your retirement planning may need to change too.

This is one reason why we believe retirement planning should always be personal, not just during your first meeting, but throughout your entire retirement journey.

If it’s been a while since you’ve reviewed your plan, this might be a good reminder to start the conversation again.

If you’ve ever asked yourself one of these questions, you’re not alone.These are some of the conversations we have with ...
07/17/2026

If you’ve ever asked yourself one of these questions, you’re not alone.

These are some of the conversations we have with people every week as they prepare for retirement.

You don’t have to know all the answers before reaching out. Sometimes the best first step is simply asking the right questions.

Call our office to speak to one of our financial professionals.

Call our office to start the conversation about what your options look like! We’re here to help.
07/15/2026

Call our office to start the conversation about what your options look like! We’re here to help.

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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