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.

Never been to one of our retirement seminars?Think education, conversation, and retirement topics explained in a way tha...
09/11/2026

Never been to one of our retirement seminars?

Think education, conversation, and retirement topics explained in a way that's easy to understand.

📞 Call our office at 863-632-0139 for upcoming seminar dates and to reserve your spot.

Five years can go by quickly.If retirement is starting to feel less like "someday" and more like a real date on the cale...
09/10/2026

Five years can go by quickly.

If retirement is starting to feel less like "someday" and more like a real date on the calendar, now is a good time to take a closer look at your plan.

📌 Save this for later—or share it with someone getting close to retirement.

09/04/2026

Retirement can come with a lot of questions. Our seminars are designed to help make sure those conversations easier to understand.

Want to join us for our next seminar? Reserve your spot at 863-632-0139.

The end of the year will be here before we know it.Now is a good time to check in on your retirement plan and make sure ...
09/02/2026

The end of the year will be here before we know it.

Now is a good time to check in on your retirement plan and make sure it still reflects your life, goals, and priorities.

📌 Save this checklist for your year-end review.

09/01/2026

Retirement conversations should not be overwhelming or stressful. We do our best to make you feel right at home.

Bring your questions, concerns, goals, and yourself. It’s our mission to make sure you feel confident in your plan.

We’re here to help.

Faithfully serving Polk and Highlands Counties since
1992. Call our office to talk to one of our Financial Professionals.

Retirement is a new chapter, not the end of the story! Taking time to review your plan can help you move forward with co...
08/28/2026

Retirement is a new chapter, not the end of the story! Taking time to review your plan can help you move forward with confidence.

We're always here to help.

Age 65 is more than a birthday...it's a milestone that often comes with important retirement decisions.Save this post fo...
08/26/2026

Age 65 is more than a birthday...it's a milestone that often comes with important retirement decisions.

Save this post for when the time comes.

Turning 60 is a great time to begin reviewing your retirement picture. Planning ahead doesn't mean having all the answer...
08/24/2026

Turning 60 is a great time to begin reviewing your retirement picture. Planning ahead doesn't mean having all the answers. It means asking the right questions, and we are here to help!

Call our office to speak to one of our Financial Professionals.

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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