As we enter a new year many things in our lives have been altered, adjusted, or at least reinformed by the experiences brought to light from the pandemic and the year that was, 2020.
Here at Puckett and Sturgill Financial Group we empathize and understand how life can change in an instant. It’s part of what we deal with every day as financial professionals. Our ability to offer guidance and direction, relevant to individual and unique circumstances, is always priority one.
One thing that stands out in my experiences is the importance clients express when meeting with a professional guide who truly puts them first. We listen to help make sense out of the decisions you’re facing.
As CERTIFIED FINANCIAL PLANNERS™, we act in your interest, taking the time to discover the details, and understand your views before fitting you into any planning outcomes. We take care to offer solutions designed along your objectives and consistent with your risk acceptance too.
Most of us, you, and I, understand things we learned early in life have truths that tend to stand the test of time. We’ve all heard the sayings, “you get what you pay for” and “nothing is free” or “there’s risk in most decisions” and “nothing ventured, nothing gained”. These sayings may invoke fear, we understand. Even so, we help clients consider these concerns or fears when designing and planning for them. Outcomes are centered toward your life goals and intentions.
We’re only a phone call away and happy to listen. Give us a call and let’s see how we can help you “make a plan”.
-From the desk of David A. Hemler, MS, MPAS®, CFP®