Planning focused on you
We are more than just financial advisors.
Who We Are
We serve as your advocate and guide, helping you pursue the financial goals that are most important to you. As a client, you will experience the strong relationships we build with you and your family based upon mutual trust. You can depend on us to provide objective, independent, and professional guidance that helps you move with confidence towards your financial future.
We understand every person, every situation, and every goal is unique. That is why we help our clients not only through thoughtful financial planning but with collaboration utilizing our team and outside professionals to help you pursue both short-term and long-term goals. We pride ourselves on honest, open communication so that you can make the best decisions for you and your family.
Today we serve clients throughout the United States, with $7 billion assets under supervision, and have access to hundreds of investment strategies providing diversification across the globe.
Financial Planning
Preparing before, during, and after retirement helps to maximize capital accumulation and distribution strategies so you can pursue your vision of the future.
- Holistic Financial Planning
- Legacy Planning
- Estate Planning
- Retirement Planning
- Charitable Giving Legacy
- Business Succession
Investment Management
Investment options vary greatly. Our financial advisors begin by conducting a fact-finding conversation to understand your goals and objectives.
- Mutual Funds
- Fixed and Variable Annuities
- Stocks and Bonds
- Cash and Money Market Funds
- Unit Investment Trusts
- IRAs
- Exchanged Traded Funds (ETFs)
Tax Planning
Investing and financial planning involve various tax liabilities. We help manage those tax liabilities at all stages of your life using a variety of strategies suited to pursue your financial goals.
Personal, Business & Employee Benefits
Personal life and careers necessitate a degree of risk management in order to protect one’s livelihood and assets.
- Life Insurance
- Long-Term Care Funding
- Deferred Compensation Plans
- Buy-Sell Funding
- Executive Bonus
- Qualified Programs: SEPs, SIMPLE, 401(k), Pensions
- Non-Qualified Programs
Workshops & Seminars
Throughout the year, the advisors of Provisions Wealth Planners hold workshops, seminars and learning sessions to provide you with opportunities to learn about a variety of helpful topics. Some of the topics include:
- Medicare
- Social Security Benefits
- Taxation
Education Planning
Education funding needs can occur at any point in an individual’s life whether it be personal or familial.
- 529 Plans
- Coverdell Education Savings Account-IRA
- UGMA & UTMA