No Charge, No Obligation Consultation

We invite you to meet with us for an initial consultation, free of charge and with no obligation. We can then answer your questions and understand your financial goals, while sharing our financial planning process, portfolio management philosophy, and client service team approach. Please do not hesitate to contact us today to schedule an appointment.

Integrated Financial Planning

Frequently, the first step is to develop a financial plan as a roadmap to achieve your objectives. This plan comes with a 100% money-back guarantee if you are not satisfied. You will receive customized recommendations and a specific action plan to implement with us, with another firm, or not at all.

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.

Investment Management

Our investment management services are structured around your objectives and ability – both financially and emotionally – to assume the normal ups and downs of investment cycles. Consequently, each portfolio is unique to individual circumstances and will inevitably change over time.

We create and manage each portfolio utilizing a disciplined process that employs a variety of asset classes in an effort to deliver attractive rates of return within an acceptable level of risk.

We believe in managing costs, risk and taxes to maximize your benefit and success. We adjust portfolios in keeping with changes in market, economy or personal circumstances.

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.