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Our Commitment to Excellence
Our primary objective is to provide value for you, the client. To ensure that we achieve that objective, we are committed to:
- No conflicts of interest – As fee-only advisors, we act as your fiduciary, with your best interest as our sole motivator. We are not brokers, we sell no products and accept no commissions of any kind – ever. Unlike most other financial advisors, we serve one master - our valued clientele.
- Achieving results – We establish objectives with you at the outset of the relationship and are committed to achieving them.
- Full disclosure – Our full SEC filing (ADV) is available to you. We are proud of our record and of how we do business and are happy to share that with you.
- Staying focused on service – We are 100% client-focused and are always available to you, whatever the need.
- Delivering value – We believe that the value we provide should, at the very least, exceed the cost of our services.
- Avoiding crystal-ball predictions – If we know anything for certain, it’s that financial markets are unpredictable in the short term. We teach our clients to focus on the long-term and we manage their investments accordingly. We do not chase fads, no matter how good they sound.
This commitment would be difficult for just one planner to fulfill. That is why we have assembled a team of professionals to help you with your wealth and retirement planning.
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For the FOURTH straight year, Puckett Financial Advisors has been recognized by Wealth Manager Magazine as one of America's top financial advisors in its Top Dog Report.
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Brian has been designated a Five-Star Advisor in the Paladin Registry, a Web-based service that helps investors find, evaluate and select financial advisors. Admittance to the Registry is limited to the top 10% of U.S. financial advisors based on their competency, integrity and various risk factors. Five-Star Advisors are the best of the best.
In May, 2005, Brian accepted an invitation from Paladin Registry founder Jack Waymire to join the Paladin Registry Advisory Board. Waymire assembled a Board of 16 high quality professionals who are geographically dispersed around the country. “I was especially careful to select board members whose wisdom could help us frame and develop critical strategic initiatives. Brian Puckett stood out as someone who clearly fit the criteria.” says Waymire.
For more information about the Paladin Registry, click here.
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