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
- Financial planning and investment advisory
- Guardian Insurance coverage consultation
- Group Benefits
- Tax Efficiency & High Earner Tax Planning
- Business Overhead Expense coverage
- True Own Occupation and Partial Disability Options
- 401k and Deferred Comp Plans
- Group and individual insurance solutions
- Life & Disability insurance
- Income Replacement coverage
- Long-Term Care planning
- Annuities
- Key Person Life & Disability
- Buy/Sell Life & Disability
- Medical, Dental & Vision
- Long & Short-Term Disability
- Accidental Death & Dismemberment
- Supplemental Accident, Cancer & Critical Illness
- College Planning
- ESOP & Business Valuations
- Employee Benefit Plan Reviews
Services and Scope
Financial Advisory
Personalized financial planning and investment advisory through Park Avenue tailored to your goals and risk profile.
Guardian Insurance
Access to Guardian Insurance's comprehensive suite of individual and group coverage options.
Retirement Planning
Retirement and wealth-building strategies designed for the unique financial profile of healthcare practice owners.
Group Benefits
Employer-sponsored benefit programs covering medical, dental, vision, life insurance, long and short-term disability, accidental death and dismemberment, supplemental accident/cancer/critical illness, hospital indemnity, and defined/deferred compensation plans.
Tax Efficiency & High Earner Tax Planning
Strategic tax planning designed for high-income professionals, minimizing tax drag while aligning investment and income strategies.
Business Overhead Expense
Coverage that protects your practice's operating expenses if you become disabled and are unable to work.
401k and Deferred Comp Plans
Retirement plan design and advisory for practice owners and executives, including deferred compensation strategies.
True Own Occupation & Partial Disability
Disability coverage options that protect your income based on your specific occupation, including partial disability provisions for reduced income scenarios.
Individual Planning
Personal coverage and planning for individuals and families, including life and disability insurance, income replacement, long-term care, annuities, college planning, 401(k)/403(b) plan reviews, and employee benefit plan reviews. Specialty coverage options, including HIV planning, are also available for unique individual needs.
Business Planning
Coverage and agreements built around business continuity, including buy/sell life and disability, cross purchase life and disability, key person coverage, buy/sell-operating agreement reviews, structured installment sales, business valuations, and ESOP planning.
Specialty Coverage
Additional coverage options for specific situations, including hospital indemnity, supplemental accident, cancer and critical illness policies, and specialty individual plans for unique coverage needs.
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.
Professional Credentials
- Park Avenue - Wealth Management
- Guardian Insurance - Licensed Representative
- Preferred Financial Partner, Practice Care Plus
How to get started
All inquiries are coordinated through Practice Care Plus to ensure the right fit and a smooth introduction.
Review this profile
Read through the services, background, and credentials to confirm this partner is the right fit for your practice.
Reach out to Practice Care Plus
Use the button below to contact us. Share the partner's name and a brief description of your need — we'll handle the introduction.
We connect you directly
Once we confirm the fit, we'll make the introduction so you can move forward with confidence.
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.