Savvy Women

Invest on Purpose

Preparing Your Investment Portfolio for a Volatile Election

Join ProVise President Eric Ebbert, CFP® for a timely virtual event where we discuss how the 2020 presidential election could affect your investment portfolio. We’ll talk about strategies to minimize risk and protect your investments.  

Thursday, October 15th at 2:00 pm

Led by Susan Washburn, CFP®, JD
Senior Financial Planner


  • Discover the purpose of your money
  • Leverage your feminine strengths to get smarter with your money
  • Learn how to make planning simple in a language you understand


Our team at ProVise has decades of experience in helping hard workers like you to enjoy your lifestyle today and your retirement years tomorrow. For over 30 years, our clients have trusted us with their financial planning and financial assets.  

If you’re ready to begin living the life you want now and planning for your future retirement, it’s time to talk to a CFP® professional at ProVise. Contact us today to schedule your complimentary consultation.

Nancy Croy, CFP®, MBA

Executive Vice President

Evelyn Sheridan, CFP®

Senior Financial Planner

Debbi Shamley

Financial Planning Associate

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.


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

Health Care Costs in Retirement: The Role of Medicare

Health Care Costs in Retirement: The Role of Medicare

As retirement approaches, many individuals embark on a journey to secure their financial well-being and health for the future. One critical aspect of this journey is navigating the complex landscape of healthcare and healthcare costs in retirement. Because Medicare plays a significant role, it’s crucial to understand its many aspects.

When Should Physicians Hire a Financial Advisor?

When Should Physicians Hire a Financial Advisor?

Physicians’ financial planning is unique, with typically a short time between finishing their training and when they step away from practicing medicine. Less time working compared to other professions generally leads to different rules to becoming financially independent. With such busy schedules of seeing patients and limited time to spare, a way that physicians can make sure they are on the right track and increase their odds of financial success is by hiring a financial advisor. But how do they know the right time to hire an advisor and partner with an expert?