Educating Federal Employees on the ins and outs of the Federal Retirement System
Educating Federal Employees on the ins and outs of the Federal Retirement System
By getting a clear picture of your financial goals and analyzing your current investment strategies and positions, I work to tailor a plan that fits your life now and into the future. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility and inflation. I strive to provide unbiased recommendations and impartial guidance based directly on your needs and goals.
I’m passionate about helping federal retirees with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To help safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate.
For years I have worked to safeguard my clients assets and plan for the retirement they want. When I'm not working, I enjoy being with my family, house projects and being anywhere cool and out of the Arizona heat.
Please contact us if you cannot find an answer to your question.
As a federal retirement planner, I am well versed in the ever changing federal system. I stay on top of law changes, FERS and CSRS retired status, FEGLI and TSP funds. It is good to have someone in your corner that is up to date on all the things that can affect your retirement. As a financial advisor, I go beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to help ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you and I may be able to help!
Yes! I can help you figure out what you need to do to retire at your desired age. I can also assist with life insurance and estate planning.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
23131 North Lake Pleasant Parkway Suite 109, Peoria, Arizona 85383, United States
(602) 390-6425 Steven Puckett is not associated with OPM or any other government agency.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
Steven Puckett is not associated with OPM or any other government agency.
Advisory Services offered through CreativeOne Securities, LLC an Investment Advisor. FedSmart Retirement Planners and CreativeOne Securities, LLC are not affiliated.
You can research me at brokercheck.finra.org and https://insurance.az.gov/license-search
Copyright © 2021 Steven Puckett- All Rights Reserved.
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