LifeTime Asset & Tax Management’s Suwanee, Georgia office, under John Puckett’s leadership, is honored to be named a Best of Gwinnett 2024 Financial Advisor firm. This achievement highlights John and the team’s unwavering commitment to their clients and their dedication to delivering exceptional service.

LifeTime brings two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure clients receive comprehensive tax savings strategies as it relates to financial planning. We specialize in proactive tax planning to help minimize clients tax liabilities through efficient distribution techniques. Specifically, we support end-of-year tax planning, Roth IRA conversions, investment portfolio tax loss/gain harvesting, cash flow projections, and more.

LifeTime Asset Management offers comprehensive wealth management services designed to help clients reduce financial stress, proactively plan for their financial future, and consult with our financial professionals on how short-term decisions can impact long-term goals. Alongside financial planning, we also specialize in proactive tax strategies to help minimize clients tax liabilities through efficient distribution techniques.

Read more on the Best of Gwinnett here. 

See LifeTime’s Suwanee office award page here.

If you want to work with our Suwanee award-winning office, John Puckett, CFP®, MBA, Wealth Consultant and our team of CERTIFIED FINANCIAL PLANNER® (CFP®) professionals and Certified Public Accountants (CPA) are here to help! Contact us to schedule a free initial consultation with John. Call us at 678-541-0866 if you have any questions.

*2024 Best of Gwinnett, created by Gwinnett Magazine. Presented on February 14, 2025 based on nomination votes gathered from April 1 to Dec 31, 2024. 57 Financial Advisor firms were considered, 6 Financial Advisor firms were recognized. Advisors pay a fee to hold out marketing materials. Readers were able to vote once per day. Not indicative of advisor’s future performance. Your experience may vary. Click here (https://www.guidetogwinnett.com/best-of/winners/2024) for more award information.