FINANCIAL PLANNING FOR YOUR LIFE…..AND YOUR LIFESTYLE
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.
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.
Each client is assigned a dedicated team of highly trained professionals, all of whom are extremely familiar with the client’s personal circumstances.
Our clients recognize and appreciate the straightforward advice we offer.
With a nationwide client base and over $982 million in assets under management as of December 31, 2013, 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.
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.
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.