Retire Like a Boss, File Like a Pro
Ever feel like your money has a mind of its own? One day it’s growing, and the next you’re staring at a confusing tax form wondering how it all went sideways. LifeTime Asset & Tax Management gets it. They’ve built a system where your investments, financial planning, and taxes all work together, so nothing slips through the cracks.
LifeTime Asset & Tax Management stands out because they combine two worlds most people try to keep separate. Their wealth consultants provide guidance on retirement planning, investment strategies, distribution planning, and long-term financial goals, helping clients understand how every choice today affects tomorrow. Meanwhile, their tax team handles everything from individual and business tax returns to bookkeeping and detailed tax planning. Both teams work together so clients get cohesive advice, complete tax savings strategies, and support for every financial decision. The result is a service that feels personal, comprehensive, and smart.
LifeTime Asset & Tax Management winning the 2025 Best of Georgia Award proves the results people feel in every meeting. They help clients turn complicated finances into a clear roadmap while keeping every step approachable and human. Their slogan, Financial Solutions for Life, guides every plan, every tax return, and every strategy session. For anyone ready to take charge of their finances with confidence, LifeTime Asset & Tax Management delivers clarity, experience, and peace of mind that lasts.
2025 Best of Georgia, created by The Georgia Business Journal. Presented on December 4, 2025 based on nomination votes gathered from November 1, 2024 to October 31, 2025. 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.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Tax return preparation and bookkeeping services offered through LifeTime Tax Management are separate and unrelated to Commonwealth. LifeTime Tax Management and Commonwealth are separate and unaffiliated entities.
Contact
John Puckett, CFP®, MBA, Wealth Consultant
Phone: 678-541-0866
Email: john@lifetimeasset.com
Website: lifetimeasset.com
Address: 3457 Lawrenceville-Suwanee Road, Suite B, Suwanee, GA 30024
