Patti H. Puckett CFP CRPC

Patti H. Puckett CFP CRPC Financial Advisor at Ameriprise Financial Services, LLC

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An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
05/11/2026

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
05/07/2026

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

By setting your own estate plan, you can avoid going through probate – a court process that would release your records p...
05/04/2026

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful plann...
05/01/2026

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allow...
04/27/2026

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://...
04/25/2026

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
04/24/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

Wishing you and your loved ones happiness, peace and joy this holiday season.
12/24/2025

Wishing you and your loved ones happiness, peace and joy this holiday season.

11/28/2024

Happy Thanksgiving!

Trying to time the market? Missing just a handful of good days can devastate your investing progress.
12/16/2023

Trying to time the market? Missing just a handful of good days can devastate your investing progress.

Have you considered the impact long-term care costs could have on your ability to live the life you’ve planned? Let’s ta...
12/15/2023

Have you considered the impact long-term care costs could have on your ability to live the life you’ve planned? Let’s talk about it. There are solutions that can help you be prepared for what may lie ahead.

Address

Douglasville, GA

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+16783910324

Website

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