The ProVise Planning Experience
The ProVise Planning Experience
A financial plan is the roadmap to your financial success. Our CERTIFIED FINANCIAL PLANNER™ professionals create a customized strategy specific to your current financial situation, lifestyle and future goals.
We follow the financial planning process as outlined in the CFP Board of Practice Standards:
Step
Understand your personal and financial circumstances
Step
Identify your goals
Step
Prioritize your goals
Step
Analyze, develop and present your current and potent course of action
Step
Implement the financial strategy
Step
Monitor progress and update
The ProVise Planning Experience
A financial plan is the roadmap to your financial success. Our CERTIFIED FINANCIAL PLANNER™ professionals create a customized strategy specific to your current financial situation, lifestyle and future goals.
We follow the financial planning process as outlined in the CFP Board of Practice Standards:
Step
Understand your personal and financial circumstances
Step
Identify your goals
Step
Prioritize your goals
Step
Analyze, develop and present your current and potent course of action
Step
Implement the financial strategy
Step
Monitor progress and update
The ProVise Planning Experience
Step
Consultation
Step
Review
We’ll review of your finances and discuss your options.
Step
Develop plan
Our team will create an integrated plan, crafted to fit your lifestyle and help you achieve your goals.
Step
Onboard
The ProVise Planning Experience
Step
Consultation
Step
Review
We’ll review of your finances and discuss your options.
Step
Develop plan
Our team will create an integrated plan, crafted to fit your lifestyle and help you achieve your goals.
Step
Onboard
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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STRAIGHT FROM THE SOURCE
Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.
How to know when the market has bottomed out?
This year has been really painful for both aggressive and conservative investors alike as really once-in-a-generation levels of inflation have finally pulled us out of more than a decade of artificially low-interest rates and that carnage has been felt by all. Now, a...
Is Inflation Higher Than We Think?
Is Inflation even higher than we think it is? Daniel Mannix explains how inflation is calculated.
ProVise Names Ebbert CEO, Brethauer President and O’Hara Exec VP
ProVise Names Ebbert CEO, Brethauer President and O’Hara Exec VP CLEARWATER, Fla. – December 31, 2021 –Today, ProVise Management Group named Eric Ebbert, CFP®, MBA as CEO, effective immediately, replacing Ray Ferrara, CFP® who is the founder. Ferrara will...
Retirement planning isn’t for sissies
The process of actually planning to retire is not easy, but going into retirement with no formal written plan or quasi-plan makes the golden years a lot more complicated and unpredictable. It can all be a bit overwhelming, both financially and emotionally. For 40-50...
What is ESG Investing
Daniel Mannix, CFA® and Ray Ferrara, CFP® hosted a complimentary webinar to explain ESG investing and how ProVise is addressing this emerging and important trend.
Retirement Planning Assumptions And Myths
Retirement Planning Assumptions and Myths Whenever one plans for the future, it is often based on myths that one has heard from others that are taken as fact and/or assumptions that they have made. The only assumption that is guaranteed to come true is – none...
What is the average 401(k) balance for my age?
Your retirement strategy is very personal, and it is not healthy to compare yourself against others as a form of competition or giving yourself a standard. However, knowing the average 401(k) balance for people in your age group can help you get a feeling for how you...
ProVise Ranked Top Local Investment Firms
New Tampa Bay Business Journal list lands ProVise at No. 5 in ranking by AUM
Living too long in retirement
V. Raymond Ferrara featured author in CSA Journal titled Longevity is a real fear- Living too long in retirement.
What age should you begin retirement planning?
Wondering when to begin retirement planning? The simple answer is as soon as you can.
COVID-19 and Your Retirement Fund
Worried about your retirement funds during the COVID-19 crisis? Find out your options to navigate this crisis.
Navigating the stock market during a global crisis
During a time of crisis, it’s tempting to sell. However, this could be more harmful than helpful.
Our 3-point asset protection checklist to help you keep your money safe
Asset protection is an important component of financial security. During your financial planning journey, a CERTIFIED FINANCIAL PLANNER™ professional is likely to integrate asset protection into your plan for financial security. This part of the planning process is...
Is estate planning tax deductible?
If you want to ensure that your wealth and assets are allocated to the right people after your death or in the event you become incapacitated, estate planning is the appropriate strategy. Estate planning ensures that your assets, health care decisions, pets, personal...
Financial Insights – March 15, 2023
BIPARTISAN EFFORT WORKING ON SOCIAL SECURITY Depending on who you ask, Social Security’s trust fund is expected to run out of money in about a decade between 2032 and 2035. Both the Democrats and Republicans play the blame game without a lot of substantiation....