Financial Advisor asked Ruggie what residents of the Villages could expect when they visit a Ruggie Carson Wealth office there.
“We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving them,” Ruggie said. “This all works together to create a unique client experience.”
He said that his firm created a retirement scorecard to help clients see where they are and where they want to be financially. Ruggie said that he and his team believed it added real value to clients’ financial well-being.
“We step back and take a big-picture look, often coordinating with [clients'] other trusted advisors, including their attorneys, insurance specialists or CPAs, to create customized action strategies that cover 10 different facets of retirement planning,” he said. “They can set goals with measurable outcomes for themselves and their families, and track their progress over time.”
Ruggie has a third office in Winter Park, Fla., which the firm recently renovated.
Carson Wealth Management, founded by Ron Carson in 1983, is a division of the Carson Group in Omaha, Neb.