Financial Planning & Experience
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. ProVise does not serve as an attorney, accountant, or insurance agent. ProVise does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of ProVise’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on ProVise’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.