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®
- August 4, 2023
If you were watching the news on August 1st, you could not have missed what looks like former President Trump’s third indictment, but you may have missed another notable headline.
- Michael Scott, CFA®
- June 28, 2023
We all have financial goals that we want to achieve in the future, whether it's buying a house, retiring early, or saving money for a child's education. But to achieve these goals, you need to invest your money wisely and choose the right asset allocation to suit your personal financial situation.