Benefits
Park Avenue Securities / Guardian Insurance
Financial Advisor & Insurance Specialist — Park Avenue Securities / Guardian
Contact: Charles Puckett
Comprehensive financial advisory and insurance services — including E&O coverage — through Park Avenue Securities and Guardian Insurance, supporting Practice Care Plus executives and operations.
Best for
Healthcare executives, practice owners, and organizations seeking integrated financial planning, insurance coverage, and E&O protection
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 Bradford McCrea provide comprehensive financial advisory and insurance services through Park Avenue Securities and Guardian Insurance. Together, they deliver integrated financial planning, insurance coverage, and errors and omissions (E&O) protection tailored to healthcare executives and organizations affiliated with Practice Care Plus.
- Financial planning and investment advisory
- Guardian Insurance coverage consultation
- Errors and omissions (E&O) coverage for healthcare executives
- Group and individual insurance solutions
- Retirement and wealth planning for practice owners
- Coverage compliance review and advisory support
Services and Scope
Financial Advisory
Personalized financial planning and investment advisory through Park Avenue Securities tailored to your goals and risk profile.
Guardian Insurance
Access to Guardian Insurance's comprehensive suite of individual and group coverage options.
E&O Coverage
Errors and omissions insurance to protect healthcare executives and practice operations from professional liability.
Group Insurance
Group insurance solutions supporting practice teams with health, life, and disability coverage.
Retirement Planning
Retirement and wealth-building strategies designed for the unique financial profile of healthcare practice owners.
Coverage Compliance
Ongoing review of coverage compliance and alignment with regulatory and organizational requirements.
Background & Credentials
Charles Puckett and Bradford McCrea deliver comprehensive financial and insurance advisory services through Park Avenue Securities 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, errors and omissions (E&O) coverage, retirement planning, and ongoing coverage compliance support — ensuring that both individual executives and organizational operations are protected at every level.
Professional Credentials
- Park Avenue Securities — Financial Advisory
- Guardian Insurance — Licensed Representative
- Bradford McCrea, Co-Advisor ([email protected])
- E&O and Healthcare Executive Insurance Specialists
- 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 Securities LLC (PAS), member FINRA, SIPC. Guardian and its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice.