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Life After Publix

What does it look like for you?


If you’re a Publix Associate approaching retirement and thinking about Life After Publix, you're in the right place.

My own career with Publix started in 1979, and after retiring in 1999, I began my career in financial planning. 

My own career with Publix started in 1979, and after retiring in 1999, I began my career in financial planning. 

Yes, that's me and my wife with Mr. Hollis at my 10 year dinner.

When I retired, the ESOP and Profit Sharing were still separate programs. And after going through the distribution process myself with no experience or professional guidance at the time, I soon realized how confusing it can be.

Almost immediately after taking my distribution, I began helping other Publix Associates plan for their life after Publix, and today I'm still passionate about helping other Publix Associates avoid the mistakes I made, and still see people making today.

Most of our clients initially began working with us because they felt it was time to begin preparing retirement and wanted to find out where they were in relation to their goals.

As a result, over the last 20+ years, I've helped dozens of current and former Publix Associates through a variety of financial challenges. And today, because of the knowledge and experience I've acquired since then, over 80 percent of my clients are from Publix.  

Things you need to know before retiring from Publix

Lean More

Attend a Life After Publix Workshop

Dates and Times

Characteristics that define a financial advisor.

As a Publix Associate, I know choosing a financial advisor can be very confusing and there is no shortage of firms throughout the South actively seeking your business. I believe at least part of that confusion is because many in my industry have adopted the title "financial advisor".

(I even went to a car dealership recently and the salesperson's title was "client advisor").

According to 

"a true financial advisor should be a well-educated, credentialed, experienced, financial professional who works on behalf of his clients, as opposed to serving the interests of a financial institution". "Generally, a financial advisor is an independent practitioner who operates in a fiduciary capacity in which a client’s interests come before their own".

With that in mind, I am:

  • Credentialed CERTIFIED FINANCIAL PLANNER™ professional (see the CFP® section for more details)
  • Independent - we have no quotas, no proprietary products and we're investment product neutral
  • Planning focused - we offer true financial planning for a fee.
  • Process driven - we use a clearly defined process that has helped Publix Associates for over 2 decades.

I offer:

  • Holistic, fee based advice - I have the training and experience to look at your total financial picture and understand how all the pieces fit together.

  • Open architecture - the ability to provide all types of product solutions from thousands of providers.

  • Flight time - I've spent 1000's of hours over the last 20+ years helping Publix Associates retire.

  • I've been through the process - I understand Publix' paperwork, distribution process and potential mistakes.

  • I understand you - the Publix culture, the history you have with the company, and how important your retirement is to you.


    You have multiple choices for your retirement advice, but because of my experience and my time at Publix, I know the challenges you face, and how to help you successfully navigate them.

    Doesn't it make sense to have someone with this type of knowledge and experience working for you!

Contact us today

Thank you!

4 ways to find out more: 

  • Call or email us -- We're happy to hear from you
  • Attend a Life After Publix Workshop -- Our workshops are focused specifically on issues unique to Publix Associates and go much deeper into the topics mentioned here. You can register here or simply call our office.
  • Join our mailing list -- We regularly send out helpful information about the financial issues of the day and issues that specifically concern those people approaching retirement. 
  • Check out our blog -- A deeper look at specific planning issues relevant to Publix Associates and general market commentary

So, what does Life after Publix look like for you? It all begins with a phone call.

In Central Florida at (407) 663-5020
From South Florida at (561) 237-5007


 *Important: the information contained in this section is provided for educational purposes only and should not be considered personal advice.

While the information is believed to be accurate, it remains the sole responsibility of Publix Associates to contact the Retirement Department of Publix to obtain confirmation of it's accuracy prior to separating from service and taking distribution of their retirement accounts. It is also the sole responsibility of Publix Associates to contact their tax and legal advisors to confirm the accuracy of any tax or legal issues mentioned here that may be applicable to their particular situation. The information in this section may not be transferable to other corporate retirement plans and should be verified before applying to your individual situation.,, LPL Financial and Crossover Point Advisors are not endorsed by or owned by Publix Super Markets Inc.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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