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Financial planning for YOUR life and lifestyle

PROFESSIONALS

RETIREES

BUSINESS
OWNERS

WOMEN

PHYSICIANS

PROFESSIONALS

RETIREES

BUSINESS OWNERS

WOMEN

PHYSICIANS

Serving Tampa Bay and Beyond Since 1986

Gaining financial confidence isn’t about having an unlimited supply of money — it’s about understanding what to do with the money you do have in order to reach your financial goals. It’s making smart investments and being intentional about your financial decisions so you can live the lifestyle you want now and 30 years from now. We can help you gain financial confidence and the peace of mind that comes with being in control of your finances.

Financial planning is not one big thing. It is hundreds of little things.™

ProVise Management Group, LLC is a nationally recognized, fee-based financial planning and investment management firm with offices in Tampa and Clearwater, Florida.* With over three decades of experience, we are ready to help you step into the financial freedom you deserve by following a personalized financial plan. Much like you wouldn’t trust an architect to build you a house without a blueprint, you shouldn’t trust a financial advisor to help you build your wealth without one.

*Important Disclosure

Recognized as well-credentialed, fiduciary advisors

Barron's Financial Advisors 2020
TBBJ Top Investment Firms
Investment News Best Place to Work
Financial Advisors Recognition
Business Observer Top 500

4 Reasons Why You Need a Certified Financial Planner™

For Corporations

ProVise Featured on WFTS ABC Tampa Bay's Morning Blend

ProVise Chairman, Ray Ferrara, CFP® is interviewed by Carley Boyette on their Resolution Rescue featured segment. Ray explains how to stay on track with your financial resolution by creating specific, measurable goals.

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The ProVise Planning Experience

A financial plan is a roadmap to your financial success. A ProVise financial planner will follow a process that includes the following steps to creating a customized strategy specific to your current financial situation, lifestyle, and future goals.

Planning
1. Understanding Your Personal and Financial Circumstances 2. Identifying and Selecting your goals 3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action 4. Developing the Financial Planning Recommendation(s) 5. Presenting the Financial Planning Recommendation(s) 6. Implementing the Financial Planning Recommendation(s) 7. Monitoring the Progress and Update

1. Understanding Your Personal and Financial Circumstances

Before we can help you reach your goals, we need to understand where you are. We perform a thorough analysis of your current financial situation and upcoming risks before creating a financial plan designed for your increased future success.

2. Identifying and Selecting your goals

Your future financial goals will dictate your current financial choices. We need to understand your goals and then help you prioritize those goals, so we can align your financial strategy with the lifestyle for which you are aiming. We help you balance your goals in a way that is designed to benefit your current lifestyle without neglecting your future financial goals

3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action

It is important for us to first determine what you are currently doing and why. What is your approach to your finances and investments? There is no reason to seek alternatives if what you are doing is working. However, we can only do this in the context of looking at alternatives that may either fine tune what you are doing, or perhaps offer an alternative approach.

4. Developing the Financial Planning Recommendation(s)

Unlike others who just want to sell you something that may not be in your best interest, we do not consider recommendations until we have taken the first three steps of the financial planning process. You do not want a physician to create a treatment plan without a thorough analysis of your current condition and consideration of alternatives. The same is true with your financial health.

5. Presenting the Financial Planning Recommendation(s)

We will provide you with a set of written recommendations sharing our best ideas and thoughts regarding your personal financial situation. For those with a relatively uncomplicated financial life it might be done in a bullet point format, while for others it could be a much longer document. It might even be done with a modular plan focusing on the one aspect that is most concerning to you.

6. Implementing the Financial Planning Recommendation(s)

We help you put the financial planning strategy to work by putting together a checklist of action items for you and us that helps ensure that the plan is implemented in a timely fashion. There is nothing worse than knowing what needs to be done and then not doing it.

7. Monitoring the Progress and Update

Financial planning is not an event that happens one time. It is a continuous process. Life happens and things change. You will not go it alone. We will walk with you through every financial decision, roadblock, obstacle and opportunity to make sure you are staying on track toward your financial goals.

Schedule a Complimentary Consultation

Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.

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MEET YOUR PROVISE TEAM

At ProVise, we have an entire team of designated CERTIFIED FINANCIAL PLANNER™ professionals dedicated to advising clients on the best financial strategies to help them reach their goals.

Each of our team members believes in empowering people to live better lives. We work with many of Tampa Bay’s charitable organizations to give back to the people we serve and those in need.

Eric Ebbert, CFP®, MBA

President

Susan Washburn, CFP®

Senior Financial Planner

Shane O’Hara, CFP®

Vice President
Senior Financial Planner

STRAIGHT FROM THE SOURCE

Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.