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We help Publix associates address their retirement planning and financial goals.

At Allen & Company, we are proud to work with Publix associates. Our company and Publix alike have shared roots in Florida communities; in fact, Allen & Company was founded within just a few years of Publix.

Along with a shared interest in our local communities, our team has built professional knowledge throughout our history together. This helps Allen & Company financial advisors work specifically with your retirement plans, and the financial needs of Publix associates like you.

It’s our role to ensure that your unique investment planning and retirement planning challenges are addressed and managed. Our team of financial advisors delivers on our shared core values — we treat our clients with dignity and respect, and offer a high level of personalized customer service.

 

Q2 Earnings Update

 

Previously,  Michael and I have focused our communications around peer group and stock market performance.

This video message marks the first earnings announcement in our series of video communications around Publix quarterly results.

We appreciate you and the feedback we have received thus far.  As always, please feel free to contact us with questions or financial planning needs.

 

 
 

Second Quarter: Peer Group Details

Welcome — this video is the first in our series centering around Publix quarterly data. With the second quarter in the books, Michael shares the details of competitive set/peer group statistics in this video.

We appreciate you, and we’d love to hear your thoughts. With this page, it’s out goal to continue providing useful information to Publix associates in a convenient, easily accessible way.

Please feel free to contact us with your feedback and suggestions for future updates.

 

 

feature pic associates fred
Wright Michael

This Publix employee quarterly update is introduced by Fred Lopez, CFP®️ and presented by.Michael Wright, CFP®️.

Quarterly Update for Publix Associates: Watch This Space!

We are excited to announce these new video updates — make sure to bookmark this page!

Each quarter it has been the practice of the Lopez ∙ Marotz ∙ Wright team to share their thoughts on Publix quarterly results; you may be familiar with these updates already from our email newsletters.

Our team has stepped things up a notch and is moving forward with a brand new, quarterly video format designed especially for you. In these videos, you’ll receive updates on where the market is, what’s been happening, and what the future may hold —- as well as Publix-specific topics such as discussions on earnings reports throughout the year.

We appreciate you, and we’d love to hear your thoughts as we work to provide as much useful information in these updates as we can. Please feel free to contact us with your feedback and suggestions.

You can also follow the Lopez – Marotz – Wright team on Facebook.

 

 

 

 

feature pic associates fred
Wright Michael

This Publix employee quarterly update is introduced by Fred Lopez, CFP®️ and presented by Michael Wright, CFP®️.

I’m retired or thinking of retiring soon

You’re in the final stretch and the finish line is in sight or you just crossed the finish line. Now is a crucial time to coordinate on your retirement plan. There is no shortage of questions that need answers, and we will work together to arrive at the strategies that suit your goals.  Here are some examples of those questions:

  • Have you determined the proper exit strategies to keep your Publix stock (if that is your desire)?
  • Have you established your income strategy?
  • What is your income goal in retirement?
  • Have you done a Social Security assessment?
  • Is your estate plan up-to-date?

Let us know what your road to success looks like.  

 

publix office

I’m within 3 to 7 years of retirement from Publix

Retirement is within sight, but still a few years to go.  There are things to consider as you prepare for that happy day.

We think it is very important in this stage to establish a routine for annual checkups as you consider transitioning to the “Just Retired” category.

  • How do your current living expenses such as your mortgage, car payments, utilities and miscellaneous items figure into the retirement picture?
  • What do your current debts and liabilities look like, and how will this impact your future?
  • Are you building cash, buying stock and contributing to your 401k?
  • Are you sufficiently insured – think of life insurance, health insurance, homeowners and auto insurance with an umbrella policy perhaps?
  • Is your estate plan up to date?  We can direct you to competent professionals.

Our advisors will help you work towards the finish line.

I am more than 7 years until retirement

Before you know it, you’ll be riding off into the sunset and enjoying the retired life. But there’s still plenty of time left before you can do that… and many important factors to consider as you approach the final stretch. You can work with your financial advisor on these important considerations:

  • Are you aware and taking advantage of your SMART plan 401K?
  • Are you buying stock?
  • What do your current debts and liabilities look like, and how will this impact your future?
  • Do you know your current living expenses such as your mortgage, car payments, utilities and miscellaneous items?  It all adds up!
  • Are you sufficiently insured – think of life insurance, health insurance, homeowners and auto insurance with an umbrella policy perhaps?
  • Is your estate plan up to date?  We can direct you to competent professionals.

Find an advisor to work with while building your savings and benefits.

Retirement Tip:

Review the money you’re spending on monthly subscriptions such as streaming video, magazines, music, and so on. Get rid of any extras you’re not using, and use that money to contribute to your Publix retirement plan instead!

I need to focus more on my retirement planning with Publix — or get things started.

Maybe you’re just starting out, eager to get saving for the future, and unsure what your options are or how to get rolling. Or, you’ve reached a point in your career at Publix and in your life where it’s time to focus more deeply on your retirement planning. No matter the situation, a dedicated Allen & Company financial advisor is here to help. Here’s some topics they’ll review with you:

  • Do you have a savings plan?
  • Are you aware and taking advantage of your SMART plan 401K?
  • Are you buying stock?
  • What do your current debts and liabilities look like, and how will this impact your future?
  • Are you sufficiently insured – think of life insurance, health insurance, homeowners and auto insurance with an umbrella policy perhaps?
  • Is your estate plan up to date?  We can direct you to competent professionals.

Getting started with an advisor now is a step in the right direction.

I’m interested in scheduling an appointment with a financial advisor

We can’t wait to work together helping you on the road towards your financial success.

To get started, the first step is to contact us — one of our associates will personally review the next steps with you.

Publix is not affiliated with LPL Financial or Allen & Company.

 

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