Benefits
Park Avenue / Guardian Insurance
Financial Advisor & Insurance Specialist, Park Avenue / Guardian
Contact: Charles P.
With a disciplined, client-first approach, I help individuals and families turn complex financial decisions into clear, confident strategies. As a financial planner, I specialize in building personalized roadmaps that align income, investments, tax efficiency, and long-term goals, whether that's creating reliable retirement income, preserving wealth, or optimizing current cash flow. My work is grounded in practical guidance, transparent communication, and a commitment to helping clients make informed decisions without unnecessary risk or complexity. The focus is simple: protect what you've built, grow it intelligently, and position you for lasting financial independence.
Best for
Healthcare executives, practice owners, and organizations seeking integrated financial planning, insurance coverage, and comprehensive protection strategies
Primary outcomes
Comprehensive coverage, aligned financial strategies, protected operations, and confidence that your organization's financial and insurance needs are in expert hands
Timeline & Engagement
Initial advisory consultation followed by an ongoing relationship covering insurance, investments, and financial planning needs
What they help with
Charles Puckett and his team provide comprehensive financial advisory and insurance services through Park Avenue and Guardian Insurance. Together, they deliver integrated financial planning, insurance coverage, and protection strategies tailored to healthcare executives and organizations affiliated with Practice Care Plus
Background & Credentials
Charles Puckett and his team deliver comprehensive financial and insurance advisory services through Park Avenue and Guardian Insurance. Together, they provide Practice Care Plus executives and affiliated organizations with integrated financial planning, investment management, and insurance solutions designed to protect and grow what they have built.
Their services include Guardian Insurance products, retirement planning, tax efficiency strategies, group benefits, and business protection coverage, ensuring that both individual executives and organizational operations are protected at every level.
How to get started
All inquiries are coordinated through Practice Care Plus to ensure the right fit and a smooth introduction.
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Use the button below to contact us. Share the partner's name and a brief description of your need — we'll handle the introduction.
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All introductions are handled by Practice Care Plus
Securities products and investment advisory services offered through Park Avenue LLC (PAS), member FINRA, SIPC. Guardian and its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice.