Lisa A. Puttick, CFP

11/02/2026

As advisors, we seek to help clients maximize their Social Security benefits by highlighting information needed to do so. Making informed decisions about timing can have a significant impact on retirement income.

How can I help support your needs?

11/01/2026

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, we're here.

10/31/2026

Wishing everyone a safe and happy Halloween!

Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, we hope your day is full of fun, laughter and a few sweet surprises.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, let's connect at [email protected] or at 904.821.0990

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/27/2026

As election season approaches, here are three reminders we often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, let's connect at [email protected] or at 904.821.0990

10/25/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans. Let's connect at [email protected] or at 904.821.0990.

10/23/2026

If higher inflation has you concerned about your financial position, let’s connect at [email protected] or at 904.821.0990.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

10/21/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect at [email protected] or at 904.821.0990

5 midterm market trends to watch — and what it means for your portfolio.