Posts Taged aaron-puckett

What to Ask Before the College Tour

Aaron Puckett, MBA, CFP®

Recently, one of my clients said, “You can only be as happy as your least happy child.” While I’m not certain that I completely agree, the point that she was making certainly hits home. For those of us with children, our hearts are bound to them and we desire very strongly for their happiness and well-being. When your child enters their junior year of high school, and you begin the journey of selecting a college or university for them to attend, don’t underestimate the influence of your heart. Why? Because no matter how much you’ve planned ahead and saved in a 529 college plan or elsewhere, at the end of the day your desire for your child to be happy will often undermine your ability to select the college that offers the most value for them over the long-term.

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Aaron Puckett Of Puckett & Sturgill Financial Group Recognized As A Top Financial Advisor By LPL Financial


WESTMINSTER, Md., Jan. 31, 2017 /PRNewswire/ — Aaron Puckett, an LPL Financial-affiliated advisor at Puckett & Sturgill Financial Group, has been recognized as a top financial advisor and named to LPL’s Chairman’s Club. This premier honor is awarded to less than 6% of the firm’s approximately 14,000 advisors nationwide, and is based on an annual production of all registered advisors supported by LPL.

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Invest without Compromising Your Values

Have you ever wondered what happens with the money you invest?  Have you contemplated, on the deepest level, “Who is utilizing my investment and what are they doing to pursue an expected rate of return?” Sure, you’ve likely considered the risk and potential rates of return with each investment decision, but have you considered that the underlying investments could be of greater importance to you than anything else? If words like Abortion, Pollution, Fracking, Tobacco, or Weapons evoke strong emotions in you then hear this: You have a choice!

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Giving as an Investment

Aaron M. Puckett, MBA, CFP®

When it comes to our money, we are emotional beings. No matter what we do with our hard earned dollars, whether we decide to save them, spend them, invest them or give them away, each decision is often layered with feelings and emotion.

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