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As part of its annual wealth manager ranking process, Wealth Manager Magazine interviews Brian Puckett.
News Release, July 2010 -
Dennis Packard has earned the right to use the Certified Financial Planner™ mark of distinction. Click on the title to read the news release.
OKC Business Magazine - November 2009Dennis Packard is recognized in OKC Business Magazine's OKC's Top Forty Under 40.
Oklahoma Magazine - September 2009
Brian Puckett and Dennis Packard were each recognized by Oklahoma Magazine as one of Oklahoma's Top Financial Advisors.
For the fourth consecutive year, Puckett Financial Advisors has been recognized by Wealth Manager Magazine as one of America's top financial advisors.
Brian Puckett is named to BusinessWeek's list of the Top 50 most experienced financial advisors in the United States.
Dennis Packard discusses the importance of evaluating risk and creating a long term plan based on academic research.
Brian Puckett speaks with Don Mecoy of The Oklahoman about the stock market and the failure to pass the bailout plan.
Brian Puckett discusses long term investing.
For the third consecutive year, Puckett Financial Advisors has been recognized by Wealth Manager Magazine as one of America's top financial advisors.
Savings, careful investments can weather economic storms- Dennis Packard speaks about investing in tough economies.
Do-it-yourself investing takes time, effort, discipline that many of us lack - Dennis Packard speaks with The Oklahoman about investing on your own.
Oklahoma financial experts discuss state's economy in face of national recession - Brian Puckett discusses investing in the current economy.
Dennis Packard was elected Treasurer of the Edmond Land Conservancy (ELC) Board of Directors in June, 2007.
Brian Puckett discusses several tax-related issues to consider when designing your master estate plan.
Brian Puckett discusses ways to leverage the ups and downs of the market to maximize gains and what to do to protect your investments from market fluctuations.
Brian Puckett discusses 6 ways to avoid some of the most common estate planning mistakes.
For the second straight year, Puckett Financial Advisors has been recognized by Wealth Manager Magazine as one of America's top financial advisors in its Top Dog Report.
Dennis Packard speaks with the OKCBusiness staff about money markets.
Brian Puckett is appointed to the Oklahoma Society of CPAs Investment Committee.
Brian Puckett and Dennis Packard attended the National Association of Personal Financial Advisors (NAPFA) 2007 National Conference in Chicago, Illionois. The conference focused on consumer protection, investments and retirement planning. Click on the link above to read the full article.
Oklahoma City Downtown Monthly, April 2007
Oklahoma City Downtown Monthly, January 2007
Brian Puckett, principal of Puckett Financial Advisors LLC, a financial advisory firm that employs five people and manages more than $80 million in assets for a select clientele, was featured in this article that ran New Year’s Eve 2006. In "Financial Advice Proves Complex, Demanding Role,” Brian and business editor Don Mecoy talked about Puckett’s business and life. . Click the title to read the article.
Brian Puckett offers some year-end tax planning tips in Beating the Year End Tax-Planning Rush. Click the title to read the article
In Geopolitics and Your Money, Brian Puckett discusses the impact of global unrest on financial markets and personal financial planning. Click the title to read the article.
The Oklahoma City Journal Record reported that Brian Puckett had been named to the Financial Advisor magazine list of top Registered Investment Advisory firms. Click the title to read the article.
In his July column in this Oklahoma City magazine, Brian Puckett writes about family limited partnerships (FLPs) and they can provide a unique combination of tax savings, control, and flexibility. Click the title to read the article.
Wealth Manager, July 2006
Brian Puckett Financial Advisors has appeared on Wealth Manager magazine’s Wealth Masters list. Ranked 244, Puckett Retirement Advisors is one of 439 top financial advisory firms nationwide that are 1) registered investment advisers, 2) report more than $50 million in assets under advisement, and 3) have predominantly individual clients. Ranking is based on size of average client relationships. Ranking is based on size of average client relationship.
Financial Advisor, July 2006
Brian Puckett Retirement Advisors has been named to Financial Advisor magazine’s list of leading Registered Investment Advisory firms. The editors ranked firms based on total assets under management and the percentage of asset growth rate from 2004 to 2005. Puckett Retirement Advisors grew by 20% overall, while growth in assets-per-client was almost 40%.
Brian Puckett frequently writes for the Learn From the Pros column on this Web site dedicated to helping consumers find 5-Star, trustworthy financial planners and advisors. In Trusting Your IRA he discusses IRA Trusts and how they can help monitor the distribution of funds when an IRA-owner dies and the IRA goes to a beneficiary as part of the estate settlement. Click the title to read the full article and to see titles of Brian’s other articles.
In Last Minute Tax Tips, a co-authored article for this financial-planning industry publication, Brian Puckett and Marie Swift offer tips on how to reduce tax liability. Although written for financial advisors, the article provides useful information for consumers. Click the title to read the article.
In his May column, Brian Puckett discusses Donor Advised Funds and the opportunities they offer families. Click title to read the full article.
In An Undiscovered Asset Class, business writer Bruce Fraser discusses Structured Settlements, an option for individuals who receive settlements from personal physical injury lawsuits, wrongful death, medical malpractice, claims by minors and incapacitated adults and other forms of litigation. A structured settlement is an alternative to a lump sum, or all-cash, payment. It’s best described as a stream of tax-free periodic payments usually funded through the purchase of a single-premium annuity. Fraser quotes Brian Puckett, who has used them for clients - “They’re not for everybody, but the tremendous tax advantages of a structured settlement annuity should be weighed against other methods of investing lump sums… As an added bonus, it can really prevent somebody from squandering the money rather than investing it, because they’ll only receive the money monthly or annually.” Click title to read the full article.
Brian Puckett offers guidelines on how to make the most of the Medicare part D prescription drug plans. Click title to read the full article.
In his April column in this Oklahoma City publication, Brian Puckett discusses Ethical Wills, a legacy that many people are incorporating into their financial planning process. Click title to read the full article.
In his monthly column for this local Oklahoma City publication, Brian Puckett offers suggestions on last-minute tax preparation. Click title to read the full article.
Brian Puckett, President of Brian Puckett Retirement Advisors, has earned the right to use the Certified Financial Planner™ mark of distinction. Click on the title to read the news release.
Brian Puckett offers advice to consumers about how to select a qualified financial advisor. Click title to read the full article.
The Oklahoma City Journal Record, January 24, 2006
The Journal Record reported that Brian Puckett has been featured in the newly released book, The Trust Equation: The Savvy Investor’s Guide to Selecting a Competent, Ethical Financial Advisor.
Brian Puckett of Brian Puckett Retirement Advisors has been featured in the newly released book, The Trust Equation: The Savvy Investor’s Guide to Selecting a Competent, Ethical Financial Advisor. The book, written by Steven Drozdeck and Lyn Fisher, seeks to help investors choose good financial advisors and wealth management teams, and features interviews with twelve nationally recognized financial advisors. Click on the title to read the news release.
Morningstar Advisor, November 3, 2005
In Holiday Remembrances Reinforce the Client-Advisor Connection, PR and Marketing specialist Marie Swift offers advisors suggestions on how to provide their clients with valuable tools – and how to thank clients in meaningful ways. She cites Brian Puckett who prefers Thanksgiving cards. “We want to celebrate our appreciation for this great country, the many blessings each of us enjoy, and convey a special thanks for the trust and confidence that our clients place in us," he says. In light of all the natural disasters this year, Brian reports that he will also make a charitable donation to honor his clients.
The Oklahoma City Journal Record, October 21, 2005
This local newspaper reported that Brian Puckett is participating in the TD Waterhouse Advisor Direct national referral program.
Reporter Glenn Ruffenach, in his “Money Matters” column Before You Open That Nest Egg… Ten Questions to Ask Before You Take the First Dollar Out of Your Retirement Savings, looks at some critical issues regarding retirement planning. Accompanying the article is a Podcast interview with Brian Puckett about how to project your living expenses decades into the future. Brian is also quoted at the end of the article, with a comment that sums up the best way to approach retirement planning, “A lot of people, when it comes to managing their money [in retirement], will default to what Mom and Dad did...[or] what the guy at work did,” Mr. Puckett says. But “that has no relevance to your situation. Your retirement could be three times as long as your parents’. The only plan that's right for you is the one that's crafted for you.” Click on Podcast to hear the interview. Click the title to read the full article.
News Release, October 2005Brian Puckett has been accepted in the TD Waterhouse AdvisorDirect national referral program. Click title to read the complete news release.
News Release, May 2005
Brian Puckett, a member of the Paladin Registry, has been invited to join the Advisory Board. The Paladin Registry is a Web-based service that helps investors find, select and evaluate financial advisors. Click the title to read the news release.
News Release, August 2005
Puckett Retirement Advisors is offering clients a Web-based tool for monitoring the details of their financial strategies. Click the title to read more.
New Hampshire Society of Certified Public Accountants E-News, August 2005
Brian’s article, What the Falling Dollar Means to You and Your Clients, appeared in the August issue of the NHSCPA e-newsletter that goes out to its members. The article was written for CPAs and discusses the concern clients may have about how the declining dollar will impact their portfolios. Brian provides insights into what the falling dollar really means and why CPAs – and their clients – have no reason to panic. If you want to read more about the falling dollar, click the title to read the article Brian wrote for consumers in a local magazine.
The Oklahoma City Journal Record, August 10, 2005
“Brian Puckett, principal of Brian Puckett Retirement Advisors, will serve on the Oklahoma Society of Certified Public Accountants Personal Financial Planning Committee. The longtime member of the organization writes frequently on financial planning topics for their magazine, CPA Focus.” Click the title for more information.
Nichols Hills/Quail Creek News/Edmond Monthly, August 2005
Institutional investment managers don't "wing it" when it comes to managing portfolios. They use detailed written documents called Investment Policy Statements. Read Brian's comments on why you should, too. Click title to read the full article.
News Release - OSCPA May 2005
Brian has been invited to serve on the Personal Financial Planning Committee of the Oklahoma Society of CPAs. Click on the title to read more.
Daily Oklahoman, July 8, 2005
Brian Puckett is featured in the daily business Q&A section regarding the effect of terrorism on the stock market and investors. Click the title to read the article.
Research Magazine, July 2005
Brian has co-authored an article which appeared in Research Magazine, one of the premier financial advisory trade publications. In it he offers detailed guidelines for his industry colleagues about how to address estate planning issues with clients while they still have time to make good strategic decisions. Click the title to read the article.
Nichols Hills/Quail Creek News/Edmond Monthly, July 2005
Are you taking the steps necessary for effective estate planning? In this article, Brian offers an easy to understand list of important things to think about. Click the title to read the article.
MorningstarAdvisor.com, July 2004
Good client communications are an essential focus at Brian Puckett Retirement Advisors. In this respected financial services industry publication, Brian and his team are cited for their exemplary client communications program. Click the title to read excerpt.
Nichols Hills/Quail Creek News/Edmond Monthly, June 2005
Are you giving your personal financial life the same attention you'd give to your business? Click on the title to read Brian's column on how to be effective as CEO of "You, Inc."
financial-planning.com May 2005
Brian is quoted in an industry article on the value of advisory boards for financial planning firms. Click the title to read the article.
Nichols Hills/Quail Creek News/Edmond Monthly, May 2005
Ever wonder about the difference between a tax planner and a tax preparer? Click the title to read Brian’s explanation of how important the distinction really is.
The Oklahoman Apr 7, 2005
Experts advise establishing living wills - April 7, 2005. Business writer Paula Burkes Erickson takes a look at the importance of being prepared for end-of-life issues. "...Make sure [family members] can follow your game plan," says Brian Puckett. Click the title to read the article.
Nichols Hills/Quail Creek News/Edmond Monthly, April 2005
Many people are wondering how the weak dollar will affect their investment portfolio. Read what Brian has to say about why there is no need to panic. Click title to read the article.
Nichols Hills/Quail Creek News/Edmond Monthly, March 2005
Traveling on business? Traveling for pleasure? Sometimes it's possible to combine the two and reap the tax benefits. Read what Brian has to say about it. Click title to read the full article.
Nichols Hills/Quail Creek News/Edmond Monthly, February 2005
Are the children in your life financially literate? Click to read Brian's suggestions on how to create a generation of money savvy kids. Click title to read the full article.
Nichols Hills/Quail Creek News/Edmond Monthly, January 2005
January is a great time to think about starting a financial fitness program. Click title to read Brian's suggestions on how to do it right.
Daily Oklahoman, November 28, 2004
Brian is quoted in a timely article on tax planning. Click title to read the full article.
Nichols Hills/Quail Creek News/Edmond Monthly, December 2004
Gift-giving doesn't have to involve going to the mall. Click on the title to read Brian's article on smart gift-giving this holiday season.
CPA Focus Magazine, November 2004
Brian often writes articles for the CPA Focus magazine published by the Oklahoma Society of CPAs. Click on the title to read his article on Financially Savvy Families that appeared in the November/December issue.
News Release - Year-End Strategies, October 2004
Click on the title for Brian's insights on year-end planning and tax strategies.
Nichols Hills/Quail Creek News/Edmond Monthly, November 2004
Do you know what to do if you inherit an IRA? Click on the link to read Brian's guidelines for avoiding costly mistakes. Click title to read the full article.
Nichols Hills/Quail Creek News/Edmond Monthly, September 2004
Knowing whether to lease or buy a vehicle can be confusing. Click on the article to read Brian's guidelines for making this decision.
Nichols Hills/Quail Creek News/Edmond Monthly, October 2004
Year-end is quickly approaching. Click on the title to read Brian's suggested strategies for reducing your year-end tax bill.
Horsesmouth.com, August 2004
Brian Puckett is quoted in this industry trade publication. The writer spotlights Puckett’s annual Half Time Report and Client Appreciation event. Click on the title to read excerpt.
Nichols Hills/Quail Creek News/Edmond Monthly, August 2004
It's important to maintain a well-balanced portfolio, regardless of what's going on in the marketplace. Read Brian's perspective on history in his monthly column. Click on title to read the article.
Nichols Hills/Quail Creek News, April 2004
Retirement Peace of Mind is something we all hope for. Sadly, the Golden Years may be filled with anxiety and financial panic for too many seniors. This is preventable. Click link to read Brian's article.
Nichols Hills/Quail Creek News, July 2004
The Bugaboo of Bonds is something many investors face when considering the wisdom of having fixed income investments in their portfolios. Are bonds right for you? Click on the title to read Brian's perspective on bonds in his monthly column.
MorningstarAdvisor.com, June 2004
Brian Puckett shares his client-centered business philosophy with other advisors in this industry trade publication. The writer spotlights Puckett’s annual Half Time Report and Client Appreciation event. Click on the title to read excerpt.
BusinessWeek, April 2004
BusinessWeek, April 1, 2004 - Journalist and Author Ellen Hoffman interviewed Brian Puckett regarding important issues people should consider in retirement. Brian’s comments are included in this important article. Click on the title to learn more.
CPA Focus Magazine, June 2004
Brian often writes articles for the CPA Focus magazine published by the Oklahoma Society of CPAs. Click on the title to read his article on Long Term Care that appeared in the May/June issue.
Nichols Hills/Quail Creek News, June 2004
Regular Financial Check Ups are essential to your long-term financial health. Are you on track for the brightest financial future? Click on the title to read Brian's article.
Nichols Hills/Quail Creek News, May 2004
Long-Term Care Insurance is something most Baby Boomers should consider obtaining in the near future. Brian Puckett discusses the pros and cons of this specialty insurance in his monthly column. Click on the title to learn more.
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