Asset Protection

When you work with Provident, your assets are held by a trusted institutional custodian of your choice, Charles Schwab or TD Ameritrade through our Registered Investment Advisor (RIA) 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.

Personal Information Security

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New clients can receive a complimentary 12 month identity theft protection policy through Zander Insurance - the only ID Theft Plan recommended by Dave Ramsey.