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!

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