We start the conversation with clients simply by learning about you & your family. How many grandchildren, where you like to vacation...the fun stuff.
We are here for you, period. Tell us what has prompted you to contact us. Help us understand things you're excited about or why you are concerned.
That's right! We are meeting each other, so please ask questions. There is no reason you should give us your balance sheet before you know us.
We could have just said goals, but we like to be different. We have conversations with clients about more than just retirement & leaving a bunch of money to the kids.
We collect information on all of your assets & liabilities. Many of our clients have multiple homes, land, business equity, motorized toys & valuable collections.
In our next meeting we start to present strategies to you based on your preferences from the information you shared. Visit the Wealth Management tab to learn more.
When you work with Provident, your assets are held by trusted custodians Charles Schwab or TD Ameritrade through our Registered Investment Advisor (RIA) institutional relationship. A major benefit of working with us is that you may chose to use any custodian for your assets. This even means you have the option to continue to use your employer sponsored retirement account (i.e. 401(k), 403(b), 457, TSP, TRS) which may provide significant benefits instead of an IRA. We will help you decide which is best for your situation.
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