James Nicholas Puckett

Nick was very professional and knowledgeable in setting up our family trust with special needs emphasis, as well as getting our LLCs in place to protect our future from serious financial pitfalls. Nick met with us several times and made sure that we fully understood the process and were comfortable w...ith the plan that was created for our specific needs. His entire team has been supportive in scheduling our meetings and getting the necessary changes made to our information to reflect the changes we made in our plan. I look forward to working with Nick for many years to come. I would consider him and his team as part of my family now.