Steven Puckett
Steven Puckett
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Federal Employee Retirement Planner

Federal Employee Retirement PlannerFederal Employee Retirement PlannerFederal Employee Retirement Planner

Educating Federal Employees on the ins and outs of the Federal Retirement System

Book Now

Federal Employee Retirement Planner

Federal Employee Retirement PlannerFederal Employee Retirement PlannerFederal Employee Retirement Planner

Educating Federal Employees on the ins and outs of the Federal Retirement System

Book Now

About

Retirement Goals

Building Strong Futures

Building Strong Futures

By getting a clear picture of your financial goals and analyzing your current investment strategies and positions, I work to tailor a plan that fits your life now and into the future.  I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility and inflation.  

Building Strong Futures

Building Strong Futures

Building Strong Futures

I’m passionate about helping federal retirees with diversifying portfolios, managing financial asses, analyzing market trends, and managing financial risk. My goal? To help safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. 

About Me

Building Strong Futures

About Me

For years I have worked to safeguard my clients assets and plan for the retirement they want. When I'm not working, I enjoy being with my family, house projects and being anywhere cool and out of the Arizona heat.

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    Frequently Asked Questions

    Please contact us if you cannot find an answer to your question.

    As a federal retirement planner, I am well versed in the ever changing federal system.  I stay on top of law changes, FERS and CSRS retired status, FEGLI and TSP funds.  It is good to have someone in your corner that is up to date on all the things that can affect your retirement.  As a financial advisor, I go beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!

    There are many ways to help ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you and I may be able to help!

    Yes! I can help you figure out what you need to do to retire at your desired age.  I can also assist with life insurance and estate planning.

    Published Author

    Published Author on FedSmith.com, Co-Owner of FedSmart Retirement Planners and Co-Host of FedSmart Podcast

    Contact Me

    Request A Consultation

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    Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

    FedSmart Retirement Planners

    23131 North Lake Pleasant Parkway Suite 118, Peoria, Arizona 85383, United States

    (602) 390-6425 Steven Puckett is not associated with OPM or any other government agency.

    Hours

    Monday - Friday: 9am - 5pm

    Saturday: By appointment

    Sunday: Closed

    Disclaimer

    Steven Puckett is not associated with OPM or any other government agency.

     

    Investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC.  FedSmart Retirement is not affiliated with Integrity Wealth.  Diversification does not guarantee a profit or protect against a loss in a declining market.  It is a method used to help manage investment risk.

    This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Steven Puckett at (602) 390-6425.


    You can research me at brokercheck.finra.org and https://insurance.az.gov/license-search

    Financial Planning

    Copyright © 2021 Steven Puckett- All Rights Reserved.

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