We are a team of independent financial advisors who apply a holistic perspective and take a personalized approach to financial planning and wealth management. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives.
“I love being able to sit down with someone, get to really know them, and help them to plan accordingly.”
“We help our clients take a disciplined approach to their finances which results in the pursuit of their dreams and things they didn’t think were possible.”
“Each person is different and helping someone to make the choices that are best for them is what is most important.”
“Getting to know each client individually and then helping them pursue their goals and passions is an incredible privilege.”
“I am passionate about helping people and organizations grow and accomplish their goals.”
“Every person who calls or visits us is important to me. Whether it’s someone I talk to all the time or someone I’m meeting for the first time.”
“I understand the importance of being timely and efficient when working with our clients. We want to ensure that every client feels like they are being taken care of.”
“We take pride in serving our clients and caring for our clients just like family.”
“I love connecting and assisting our customers to form lasting relationships.”
“Life changes often and not always as expected. I enjoy staying connected to our clients, so we can help them navigate any and all of life’s changes.”
"I enjoy interacting with clients, and I'm passionate about continuing to grow my financial services knowledge."
"I am dedicated to providing exceptional services and building strong relationships with each client I assist."
"I enjoy interacting with clients, and I'm passionate about continuing to grow my financial services knowledge."
FINANCIAL PLANNING INVOLVES MANY ELEMENTS AND OUR RECOMMENDATIONS SEEK TO HELP YOU SAVE WISELY, INVEST DILIGENTLY, AND LIVE CONFIDENTLY.
LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report, combined with guidance from Puckett & Sturgill Financial Group, will help position you to navigate this turning point and work toward achieving your objectives.
The 401(k) plan is an excellent way for HENRYs, high earners not rich yet, to save for retirement. Hitting the maximum contribution limit is a goal many work toward to reap the benefits of this tax-deferred saving strategy fully. But what happens after you have maxed out your 401(k) contributions?
An adequate emergency fund helps provide both security and flexibility We’re living through interesting economic times. On the one hand, markets can be unpredictable and volatile. On the other hand, economic conditions are constantly changing. More than ever, people are asking: “How much money should I keep in cash?”
529 College Savings plans are essential for saving for higher education expenses, and if used for education, accumulate tax-free. Since 529 plans came into existence in 1996, their popularity has continued to increase, with 529 plan assets crossing the $400 billion mark in 2021, according to Morningstar. 529 plans are qualified
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
