We start the discovery process with clients simply by learning about you and your family. How many children/grandchildren you have, 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 and leaving a bunch of money to the kids.
We collect information on all of your assets and liabilities. Many of our clients have multiple homes, land, business equity, motorized toys, and 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 multiple custodians. 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 option is best for your situation.