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Independent Financial Professionals
Serving the Retirees of Polk and
Highlands Counties for 33 Years.
TODD POOLEY & RHETT POOLEY
Financial Professionals

Todd Pooley is a third generation Floridian.  He was licensed by

the Florida Department of Financial Services in 1992 (William Todd

Pooley, License #A209508).  That same year, he was appointed as a

Registered Representative with Prudential.  In 1993, Todd married

his beautiful wife, Rachel.  They had their first child, Rhett, in 1997.

Their daughter, Lauren, followed 3 years later in 2000.

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In 2002, Todd was multi-licensed and became an Independent Financial Professional.  He incorporated and opened his own company, Retirement Solutions, LLC.  His mother worked as his assistant until she retired.  A few years later, Rachel joined Todd in the business as the Marketing and Office Manager.

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In 2019, their son, Rhett, graduated from Polk State College with his Bachelors Degree in Business & Finance.  That same year, Rhett married Samantha Franks.  Rhett joined Retirement Solutions in 2020 to work alongside his Dad and learn our family business.  Samantha received her Master's Degree from the University of South Florida and taught elementary school for the past 5 years.  We are excited to announce that Sam started in our office with us this past summer.  We are thrilled! Rhett and Sam had their first child, William Loston Pooley, on Jan. 4, 2023!  They are expecting their second child, Rowen Ray, this coming November.  Todd and Rachel's daughter, Lauren, graduated from the University of Central Florida with her Bachelor of Science in Nursing and is a Labor and Delivery Nurse.  Lauren will be marrying Curt Barnes in February 2026. Our family is growing and we are so blessed.

 

Retirement Solutions is a family, not just a business.  We're a family who works hard and honestly with people like you to help make smart financial decisions.  Our goal for Retirees will always be to keep your Retirement Savings SAFE!

Rhett, Samantha, Rachel,
Loston, Todd, Lauren & Curt

November 2024
SERVICES
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CONSERVATIVE ADVICE
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INVESTING WITH PRINCIPLE GUARANTEES & INSURANCE
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PROVIDING LIFETIME INCOME
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PROTECTING ASSETS FROM PROBATE & NURSING HOME SPEND DOWN
TEAM
VISION OF SERVICE
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To meet the unique and ever changing needs of today's retirees, RETIREMENT SOLUTIONS is committed to offering industry leading investments to provide:
 
  • Safety & Security
  • Growth & Preservation
  • Control & Access
  • Guaranteed Lifetime Income
CLIENTS
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VISION OF COMMITMENT
Our extremely conservative approach towards retirement investing will not keep you up at night.  We like to refer to it as SLEEP INSURANCE.
Uncertain financial markets have driven many retirees to seek more secure investments.  "Sleep Insurance" is what we offer.  Knowing your money is protected from financial market volatility with a interest rate guarantee!
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Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Facebook.

© 2023 by Retirement Solutions

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