Financial planning for your life and your lifestyle™
As you are building your career and making money, you should be able to enjoy the lifestyle you want today without sacrificing your future goals for retirement. With proper planning, you can live the lifestyle you choose. Financial planning is not one big thing…it is hundreds of little things™.
A ProVise CERTIFIED FINANCIAL PLANNER™ advisor can help you plan for your life and your lifestyle. You don’t have to put off living until you retire. We can help you make the most of your days ahead with the resources you have right now.
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As your professional career continues to grow, your income will likely increase with it. This is a great opportunity to look into investments and diversify your portfolio to potentially earn a more stable portfolio with a greater return. A ProVise CFP® professional can evaluate your current financial standing and determine the best options to grow your wealth. Typically, a wealth management strategy will include a diverse investment portfolio varying from low to moderately aggressive opportunities, as well as a plan to pay down debt and set aside savings that accumulate interest while protecting your assets from creditors and lawsuits.
The goal is to make your money work for you, so you can live the lifestyle you enjoy now and also reach your retirement financial goals in the future.Learn More
Retirement Income PlanningWhen planning for your eventual retirement, there are many factors to consider. At ProVise Management Group, we can help you plan and execute a retirement strategy that fits your current income level and retirement goals. We do not want retirement to sneak up on you. Instead, we make real, attainable goals that help you allocate your current financial resources toward the quality of life you want to experience after your working years are over.
We also stay current with all the latest changes and updates to federal and state tax laws, so you don’t have to. We take the time to assess your personal financial situation and how to appropriately apply it to ensure that you are not overpaying or underpaying for your retirement income tax.Learn More
Though estate planning is never pleasant to think about, a ProVise financial planner can help you allocate your assets after death. This can help ensure that your assets (and your heirs) are properly protected from unwanted creditors, taxes, and liabilities.Learn More
What to expect in a complimentary consultation
The initial consultation with ProVise Management Group is different from what you may have experienced with other financial planners. In this meeting, we want to know more about your goals and place in life than how much money you have in your accounts.
Here’s a quick snapshot of how our consultation works:
What prompted you to contact us?
Is it a new job with a complex compensation plan, the formation of a new business, a birthday that makes retirement feel more imminent, an inheritance, the death of a spouse or another event?
What are your goals?
We'll discuss your objectives for your finances and retirement and diagnose any potential issues that may be keeping you from reaching your goals.
Here's how we can help
We’ll tell you about us and how we work, including the services we offer and our fee structure. Then, we’ll give you the time and space you need to decide if you want to work with us—and when you’re ready, so are we.
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