WHO WE ARE

Building Wealth and Reducing Risk

At Puchko Financial, we excel in serving our clients and helping them attain their financial goals. It is a way for us, your advisers, to help you make happen what you want to happen! We express a strong focus on maintaining liquidity, use and control of one’s money throughout all stages of life. We help our clients to become more efficient with their money and maximize the use of their finances.

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Your Goals Are Our Goals

We strive to help our clients find the winning strategies tailored to their specific needs. We develop a step-by-step custom fit strategy to build confidence in financial decisions. We provide clear communication and simplified client solutions. We will work with you to get what you want.

 

“An investment in knowledge always pays the best interest.”

Benjamin Franklin

What Makes Us Unique

We find money by eliminating wealth transfers. At Puchko Financial Associates, our goal is helping our clients to be as efficient with their money as possible, by teaching them to recognize and avoid unnecessary wealth transfers. We then help to reallocate those transfers toward lifestyle, while increasing their financial security. In helping our clients to be more efficient with their money, while improving their protection, we are leading them toward a solid financial future.

We are in the belief-changing business. We help our clients to understand what is not being said about prevalent financial products. We show them the advantages and disadvantages to each product, so they can make comfortable, confident and informed decisions, which will lead to sound financial choices and a secure future. We work to educate our clients as to how money works. Our goal is to help improve their financial situation with little and, more likely, no increase in what you are spending today.

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