About Puckett Financial Group
Puckett Financial Group (PFG) is a hybrid RIA operating as a Westminster Wealth Management practice, blending boutique, relationship-first financial planning with LPL Financial’s institutional custody.
Project Overview
The site is built to establish trust for a fiduciary advisory practice, pairing advisor bios with a fiduciary-first, client-first message across investments, retirement, tax, and estate planning.
Services
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Key Website Sections
- Advisor bios (e.g., Tim Beschner, Nathan)
- Client testimonial quotes woven through the homepage
- Fiduciary/relationship-first positioning messaging