• Are you unsure how to leverage your retirement savings for the long haul?

  • Is it time to start saving for your child’s college education?

  • Do you have strategies in place to help achieve your financial goals?

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.​​​

MEET THE TEAM

AARON M. PUCKETT

MBA, CFP®

“I love being able to sit down with someone, get to really know them, and help them to plan accordingly.”

DAVID A. HEMLER

MS, CFP®

“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.”

JACOB L. STURGILL

CFP®

“Each person is different and helping someone to make the choices that are best for them is what is most important.”

PAUL SORENSON

CFP®

“Getting to know each client individually and then helping them pursue their goals and passions is an incredible privilege.”

JACOB PUCKETT

MA, AAMS, CFP®

“I am passionate about helping people and organizations grow and accomplish their goals.”

HOLLY N. PAYNE

CLIENT SERVICE SPECIALIST

“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.”

ROBIN COLE

CLIENT SERVICE SPECIALIST

“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.”

DEBORAH L. ANDERSON

CLIENT SERVICE SPECIALIST

“We take pride in serving our clients and caring for our clients just like family.”

DAWN COMBS

CLIENT SERVICE SPECIALIST

“I love connecting and assisting our customers to form lasting relationships.”

GINA PUCKETT

CLIENT SERVICE SPECIALIST

“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.”

Michelle Ganjon

CLIENT SERVICE SPECIALIST

"I enjoy interacting with clients, and I'm passionate about continuing to grow my financial services knowledge."

Jennifer Wilson

CLIENT SERVICE SPECIALIST

"I am dedicated to providing exceptional services and building strong relationships with each client I assist."

Michelle Ganjon

CLIENT SERVICE SPECIALIST

"I enjoy interacting with clients, and I'm passionate about continuing to grow my financial services knowledge."

VOTED CARROLL COUNTY’S BEST INVESTMENT CENTER

OUR SERVICES

FINANCIAL PLANNING INVOLVES MANY ELEMENTS AND OUR RECOMMENDATIONS SEEK TO HELP YOU SAVE WISELY, INVEST DILIGENTLY, AND LIVE CONFIDENTLY.

We Seek to Help You Maximize Your Savings to Create Lasting Retirement Income

Get Started

We Help You Understand Choices for College Education Funding

Get Started

We Help You Devise a Plan for Those Who Matter Most

Get Started

While You Plan for Your Business, We Help You Plan for Your Own Financial Future

Get Started

We Help You Mitigate Risk and Protect What You Have

Get Started

We Strive to Help You Produce the Same Results but with Less Taxes

Get Started

 

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.

Download Our Retirement Planning Guide E-Book

ebook cover (1)

SCHEDULE A FREE CONSULTATION

    FREE INSIGHTS FROM THE P&S TEAM

    How Much Money Should You Keep in Cash?

    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?”

    Read More »

    529 College Savings Plans: For Education and Estate Planning

    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

    Read More »

    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.