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Your financial plan is your approach toward managing your wealth and allocating that wealth toward specific goals like buying a home, education, investing, retirement, philanthropy, and building your estate plan. Without a solid financial strategy, you might end up sacrificing too much of your wealth into one of these areas and not enough into another.
ProVise’s CFP® professionals thoroughly examine your financial circumstances and review your goals with you. Using this information, we can draft a plan that will help you reach your financial goals without sacrificing the values that matter most to you. If you like the plan, we will help you implement it and manage it to lift that burden from your shoulders.
We do our financial planning with a ProVise guarantee – if for any reason you do not believe the financial plan was worth the money you paid for it, simply return the plan to us and we will refund 100% of your money. You have nothing to lose and everything to gain.
At ProVise, we strongly believe that wealth management is more than an investment strategy, but an investment strategy is an important component of your wealth management. A simple definition of investing is that the goal is to maximize your return on investment (ROI) while reducing risk as much as possible. However, if you’ve ever tried investing, you know it’s not that simple.
Our CFP® professionals have decades of experience in helping clients manage their investment strategies. We help assess financial circumstances and risk tolerance levels so that clients feel comfortable with the investment decisions we recommend.
We know that an investment is an important decision that represents what you value, so we take the time to build an investment strategy that corresponds with your beliefs. Our team helps you find the right investments for not only you and your money but for you and your life values.
Retirement isn’t some far-off thing you don’t need to think about until you are older. It is a lifelong process that leads toward comfort later in life when you start investing in it now. In short, it is never too early to start and it is never too late to start.
Regardless of your age and whether you have or have not already started a retirement plan, our CFP® professionals can help. We assess your finances and retirement goals to help you decide the best ways to do so.
Our work doesn’t stop there either. Your retirement plan will inevitably change as you reach different milestones in life. Events like promotions, career changes, marriage, children, taking care of parents, health and deaths all affect how you might want to manage your retirement plan. Our team will continue to monitor your plan and guide you through what changes to consider in order to maximize the potential of your retirement.
You never know what life is going to throw at you, so it is wise to be prepared with insurance that will keep you and your family covered. Insurance can give you peace of mind that an unforeseen disaster won’t leave your family in financial ruin. However, you might need help understanding what types of insurance you need and what kinds of plans you should purchase.
Do you need disability income insurance? Life insurance? Property and casualty insurance? Long-term care insurance? If so, what is the right amount? How do they integrate with your financial plan?
Our CFP® professionals can review your assets and go over your life circumstances with you to help you decide the best fit for you.
Take the first step in your wealth management journey today with a CFP® professional at ProVise
You’ve worked hard to earn your wealth, and we’re committed to helping you keep it. Our CFP® professionals have decades of experience in helping clients make financial decisions so they can have a better opportunity to achieve their goals.
We’ll work with you to build a personalized wealth management strategy based on your values, goals and risk tolerance.
Are you ready to develop your wealth management strategy and become better prepared for the future? Contact ProVise today for a complimentary consultation.
MEET YOUR PROVISE TEAM
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®
Executive Vice President
Debbi Shamley, CFP®, RSSA®
Evelyn Sheridan, CFP®
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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