Lisa A. Puttick, CFP

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

The economy is showing resilience, but risks remain. If you’d like to discuss how the evolving economic landscape may affect your personal portfolio, Let's connect at [email protected] or 904.821.0990

2026 midyear economic outlook: Growth prevails amid uncertainty 4 economic forces driving growth — and 4 risks to watch.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. To review your retirement savings and make sure you’re on-track, let's connect at [email protected] or 904.821.0990

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you. Let's connect at [email protected] or 904.821.0990

What to do when facing the loss of health coverage Find out how to address your health care needs in the event of a coverage gap.

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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Every parent wants to give their child a strong financial start. If you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities. Let's connect at [email protected] or 904.821.0990

8 ways to save for your child’s future Explore the different investment accounts that can help you support your child’s financial future.