Welcome to Puritz & Associates
Plan Focused Financial Guidance So You Can Live Out Life’s Grand Adventure!
At Puritz & Associates, our mission is to provide personal financial education and help our clients take advantage of opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for achieving those goals
- Ongoing advice to help adjust their roadmap when their needs change
We've created a website that's full of financial tools & resources.
There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product.
Check back often, because we're constantly adding new material!
If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at john@puritzandassociates.com, or call us at 321-343-7100. We're ready to help.