FINANCIAL PLANNING FOR YOUR LIFE…..AND YOUR LIFESTYLESM
ProVise Management Group, LLC is a nationally recognized, fee-based financial planning and investment management firm located in Clearwater, FL. Since our founding in 1986, we have measured our success by the success of our clients. Our mission is to contribute to the financial freedom of our clients by providing personalized, independent, financial planning and asset management services through the many phases of life. We work with both individuals and institutions in a variety of capacities.
Integrated Approach to Financial Planning
We provide customized financial planning services to address a variety of topics including but not limited to:
- Net Worth Analysis
- Cash Flow Planning
- Retirement and Income Projections
- Portfolio Construction and Management
- Asset Protection
- Estate and Trust Planning
- Philanthropy and Charitable Giving
- Wealth Transfer Techniques
- Life, Disability, and Long-Term Care Insurance
- Education Funding
- Tax Planning
- Business Succession Planning
- Qualified Retirement Plan Consulting
- Employee Stock Option Strategies
- Special Needs Assistance
…all in an effort to create a personalized prudent strategy to help our clients achieve their goals.
We offer an initial consultation at no cost with no obligation. Contact us today to schedule an appointment. The time to plan is now.
Customized Investment Management Services
Our investment management services are structured around each client’s unique objectives, as well as his or her ability, both financially and emotionally, to tolerate the normal ups and downs of investment cycles.
Once we understand a client’s attitudes toward risk and personal goals, we structure portfolios to assume the lowest level of risk possible to meet those objectives. We utilize a variety of asset classes and rebalance portfolios as needs and conditions dictate. Consequently each portfolio is unique to individual circumstances and will inevitably change over time.Asset allocation does not guarantee against loss. It is a method used to help manage investment risk.
All our professionals have achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®), Masters in Business Administration (MBA), Certified Public Accountant (CPA) and/or Accredited Investment Fiduciary® (AIF®) designations.
Our senior portfolio managers offer an average of more than 30 years of business and financial experience advising individuals, families, corporations, and institutions. This, combined with our commitment to continuing education, gives us the expertise to deal with complex financial planning and investment management issues.
Each client is assigned a dedicated team of highly trained professionals, all of whom are extremely familiar with the client’s personal circumstances.
This team is backed by an equally well trained and efficient team of client service representatives. With this approach, we are readily accessible to address questions, needs, or concerns. At ProVise, “service is practiced, not just promised.”SM
Our clients recognize and appreciate the straightforward advice we offer.
As an SEC Registered Investment Advisor we are held to a fiduciary standard, meaning we are required to place our clients’ interests ahead of our own. Not all financial advisors adhere to this high standard.
With a nationwide client base and over $1.14 billion in assets under management as of September 30, 2014, ProVise has the scale to obtain research from a variety of respected sources, acquire sophisticated portfolio management software, and receive institutional pricing on a variety of investment options.
All of these support our personal approach to portfolio management and have earned us both local and national recognition. Additionally we have access to a national network of financial professionals, attorneys, CPAs, bankers, and trust service providers to assist when needed.
Personal Financial Officer
The ProVise PERSONAL FINANCIAL OFFICER (PFO)TM program is designed for our corporate/business clients who want to provide a special benefit of integrated financial planning to senior corporate officers and key personnel.
In today’s fast paced world, if you are the CEO of your personal finances and at that same time a corporate executive/business owner, it is difficult to do your best at work/fun/retirement, if you are thinking/worried about your personal finances. That is where you can take advantage of ProVise’s PERSONAL FINANCIAL OFFICER (PFO)TM program. We become your personal strategic financial partner.Every CEO/business owner knows the value a Chief Financial Officer (CFO) brings to managing the financial affairs of the corporation. Because of the CFO, the CEO/ business owner is able to concentrate on the vision and growth of the business. A CFO has four main responsibilities: 1) reporting of historical results; 2) managing the balance sheet (net worth); 3) managing risk; and 4) developing the financial strategy and forecasting to prepare for the future.ProVise’s Personal Financial Officer (PFO)TM program provides these same four responsibilities which allows the key executives to focus on the growth of the business knowing that ProVise’s PFOTM is focusing on their personal finances. Because we are dealing with a group of executives from the same company, we can provide a reduced fee schedule for this valuable service. Contact us now to learn more about the PERSONAL FINANCIAL OFFICER (PFO)TM program.
ProVise publishes the ProVise Bullets Newsletter twice a month, providing commentary and updates about economic conditions, domestic and international financial markets, taxes and other issues relevant to our clients’ financial affairs.
For our clients, we offer online access to accounts and periodic meetings to address financial goals and investment performance. In most cases, e-mail or phone inquiries receive same-day responses.