Strategic Planning
For Publix® Professionals
When the rest of life gets complicated, we want to ensure your finances do not. As Publix® professionals, our goal in partnering with you is to provide unbiased advice and strategic planning tailored to your unique financial plan.
Download our "Publix®: Retire Ready" Guide
With nearly a decade of portfolio management and financial planning experience, Michael Scott, CFA strives to empower Publix® professionals by providing them with the tools they need to make sound financial decisions.
In our PDF guide, Michael has outlined a timeline of events and retirement considerations for you to apply within your own financial life planning. Regardless of where you are on your path to financial success, our retire ready guide can help!
Recent Posts from the Publix® Blog
As we closed out the second quarter of 2025, we found ourselves in a familiar yet complex market environment—one that reminded us why disciplined financial planning is so important. From market volatility to newly passed legislation, there's a lot for investors and families to unpack.
Here’s what we’re watching and how it might affect you.
Over the past few weeks, market headlines have been dominated by one thing: tariffs. Trade tensions are rising to heights unseen, volatility is back, and many investors are asking the same question—what does this mean for my financial future?