Strategic Planning
For Publix® Professionals
When the rest of life gets complicated, we want to ensure your finances do not. As Publix® professionals, our goal in partnering with you is to provide unbiased advice and strategic planning tailored to your unique financial plan.
Download our "Publix®: Retire Ready" Guide
With nearly a decade of portfolio management and financial planning experience, Michael Scott, CFA strives to empower Publix® professionals by providing them with the tools they need to make sound financial decisions.
In our PDF guide, Michael has outlined a timeline of events and retirement considerations for you to apply within your own financial life planning. Regardless of where you are on your path to financial success, our retire ready guide can help!
Recent Posts from the Publix® Blog
- Michael Scott, CFA®
- March 28, 2023
Over the coming weeks there will continue to be a stream of information coming out regarding the collapse of several banks in the US and in Europe. We will undoubtedly learn more about the failures that led to the banks collapsing, the cost of the collapse, and what changes need to be implemented to attempt to stop these sorts of things from occurring in the future. One thing we already know that this situation reminded us of is that diversification still matters in your financial life.
- Michael Scott, CFA®
- February 28, 2023
One of the most crucial pieces of a sound financial plan, and often the most overlooked piece, is the estate plan. Even though you may not realize, everyone has an estate plan, however some are more organized than others.