Ryan C. Puckettemail
5455 Rings Road, Suite 125
Dublin, OH 43017
Professional Story
Ryan C. Puckett CFP®CLTC MBA
Partner and Financial Planner
From 1999 to 2006, Ryan Puckett served his country in the U.S Air Force. In 2006 he separated from the Air Force recruiting young individuals for a new life in the military, to explore a career in financial services.
Ryan graduated from Franklin University in 2006 with a Bachelor of Science in Business Management and in 2012 with an MBA. In 2020 he completed another educational program and became a Certified Financial Planner (CFP®.)
Ryan joined Skylight Financial Group in May 2009 and became a partner in the firm in 2016. He is growing a practice of individual and business financial planning. His passion and love for finance and helping others is one of his greatest assets.
Ryan has been happily married since 2005 to his wife, Beth Puckett who also assists in day-to-day operations on his business team. They have 3 children, 2 girls and a boy who keep them very busy. When Ryan is not working, he enjoys golf, fishing, boating, and participating in his children’s sports and activities.
Services Ryan offers:
Investments
- IRA and Roth IRAs
- 529 plans/UGMA/UTMA
- Mutual Funds/stocks/bonds/access to managed money programs
- Annuities
Protection
- Life Insurance – individual and multi-life term/whole
- Disability income insurance – individual and multi-life
- Long term care
Business Planning
- Section 162, Bonus, Split Dollar, Deferred Compensation, 401K/403B, Safe Harbor
- Buy/Sell Agreements
- Exit Planning
Financial Planning
- Fee Based planning approach to identify financial gaps & objectives through 6 key areas of financial planning. This approach gives the client a roadmap for their financial future.
Ryan Puckett is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 5455 Rings Road, Suite 125, Dublin, OH 43017. 614.790.9800.
Education
Franklin University BA 2005
Franklin University MBA 2012Hobbies
Fishing
Coaching kids sportsCommunity Involvement
USO-CSO
Languages:
- English
Credentials:
- MBA
- CLTC®
- CFP®
Specialties:
- Insurance Strategies
- Investment Strategies
- Military
- Business Owners
- Business Succession Planning
- Financial Education
- Retirement Income Planning
- Charitable Giving
- Financial Planning ®
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See Ryan’s Licenses and Disclosures