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Lifetime Asset Management

Tel: 678-541-0866
3457 Lawrenceville-Suwanee Rd, Suite B
Suwanee, GA 30024
Lifetime Asset Management | Financial Advisor in Suwanee ,GA

Here for you.


About Lifetime Asset Management

Through our Financial Solutions for Life process, we help you define your goals and simplify your complex wealth management and investment issues by aggregating every aspect of your finances and clarifying your choices. Many of our clients feel overwhelmed and want to eliminate financial anxiety, want to proactively plan for their financial future, or want to talk with someone about how short-term actions affect long-term plans.

John Puckett is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Puckett is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Puckett is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Puckett is required to act in a fiduciary capacity.

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General Information

No.of Employees:   20-49
Name of Broker/Dealer:   COMMONWEALTH FINANCIAL NETWORK
Name of Custodial Firm:   Fidelity Investments
Number of Years with Current Firm:   1
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

Services

Investment Types:   Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Our Offices, Video Conference, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Life

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   250,000
Compensation Methods:   Based on Assets

Board Positions

Organization :   American Cancer Society-Atlanta Golf Select
Position :   Board of Ambassadors
Duration :   02/01/2021-Present

Education

MBA   Georgia Institute of Technology  - Atlanta, GA
08/01/2017-12/31/2018
Bachelor   Georgia Southern University
08/01/2003-05/31/2005

Financial Services

Portfolio Management

-Portfolio screening and analysis with the support and resources of LifeTime Asset Management and Commonwealth's investment team. Investment decisions free from proprietary product pressures and constraints. -Portfolio construction, including asset allocation and investment selection recommendations -Extensive due diligence and ongoing monitoring of each portfolio holding and its management, as well as market and economic conditions. -Regular review meetings to thoroughly evaluate top-down analytics and individual holdings and manage optimal asset allocation.

Retirement Planning

Retirement Income Projections including base facts scenario and several "What-if" scenarios including a bear market and/or long-term care scenario. Provide an in-depth Social Security income analysis and recommend the optimal filing strategy for your specific situation. Provide a Monte Carlo Analysis to determine probability of fully funding retirement goals and expenses assuming base facts.

Estate Planning & Trusts

Review all current estate planning documents (wills, trusts, etc.). Recommend changes to current estate plan to meet stated objectives. Coordinate with the appropriate professionals for review/implementation.

Tax Advice and Services

https://lifetimeasset.com/tax-planning-tax-services/ Review current tax returns to identify potential tax saving strategies. Review and analyze future income flows and consider strategies to minimize taxes in the long term. Coordinate with your CPA or other tax professionals for review/implementation.

Risk Management

Review & analyze insurance policies including life, disability, and long-term care. Facilitate review & analysis of current property & casualty insurance policies. Recommend changes or improvements to your risk management strategies & coordinate with the appropriate insurance professionals for implementation of the recommendations.



Disclaimer

This communication strictly intended for individuals residing in the states of FL, GA, NC, NY, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency.


Forbes Best-in-State Wealth Advisors list for 2022 -  Data provided by SHOOK® Research, LLC., as of 4/2022.  Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.  This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.


Forbes America Top Next Gen Wealth Advisors List for 2021 and Forbes Next-Gen-Best in State Wealth Advisors list for 2019 -   The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information and complete details on methodology, go to www.shookresearch.com.


Triangle Business Journal 40 Under 40 Award in 2018 -  The 40 Under 40 awards recognize outstanding professionals under the age of 40 for their contributions to their organizations and to the community. This award is not specific to financial services.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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