Financial Planning Professional Bob Fugate Featured in Newsweek

Bob Fugate, retirement planning professional, was recently featured in Newsweek as one of America’s PremierExperts®.

Knoxville, TN – April 18, 2013 – Bob Fugate, CEO and President of Retirement Financial Solutions, was recently featured in Newsweek with other leading professionals as one of America’s PremierExperts’® “Financial Trendsetters.” In the Newsweek feature, Bob Fugate and other leading financial professionals were showcased for their forward thinking and successful strategies for wealth management, retirement planning, wealth building and much more.

Here is what the Newsweek feature had to say about Mr. Fugate:

In 2005, Bob adopted the endowment model of diversification established by David Swenson, CFO of Yale University’s Endowment Fund. Bob believes in the diversification of this endowment model and he uses it with his clients. Since 2005, the clients that used this approach-Swenson’s endowment model- have seen little or no negative returns in their total account value, including 2008 which was a hard year for many investors. It’s an impressive track record, a record which has been won with down-home values like honesty and old-fashioned common sense.

Bob Fugate is the CEO and President of Retirement Financial Solutions. He started in the financial services industry in 1984 and holds a Bachelor of Science in Agricultural Business and Economics from University of Tennessee as well as having completed 36 hours of post-graduate work in Finance and Economics in 1989 and 1990. Bob is a certified financial Planner™ Professional (CFP®), a Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU®) and a Life Underwriter Training Council Fellow Recipient (LUTCF). Bob is also a member of the National Association of Insurance and Financial Advisors and The Society of Financial Service Professionals.

Retirement Financial Solutions’ mission is to help retirees and pre-retirees build, protect, and preserve their assets and to have all clients achieve financial peace of mind and security throughout their retirement years.

Learn more about Bob Fugate at http://www.retirementfs.com/

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