©2019 Providence Wealth Partners, LLC.

 

PERSONAL FINANCIAL PLANNING

​At Providence Wealth Partners, financial planning is more than just analyzing and making decisions based upon the numbers. We believe that in order to truly create a customized plan for you and your family, we need to get to know you and earn your trust. By intimately learning your history, life goals, philosophy and perspectives, we can create a personalized financial plan that is tailored to your unique levels of risk tolerance and cash flow requirements.  The broad array of financial planning services we provide cover all the major financial aspects of your life including:

- Tax Planning

- Asset Allocation

- Goal-Based Planning

- Retirement Planning

- Estate Planning

- Insurance Analysis

- Cash Flow Planning

- Education Funding
 

Planning doesn’t end when we complete your financial plan, in fact, it is just the beginning. Life is constantly changing and we are with you every step of the way to adapt and reshape your plan depending on those changes. We offer a holistic view of financial planning and can bring our extensive network of outside professionals who complement our services to your situation including professionals from the fields of law, accounting, tax, insurance and other counseling, on an as-needed basis.

 

INVESTMENT MANAGEMENT

It’s All About You

Providence Wealth Partners tailors your investment portfolio to your needs and takes into consideration your time horizon, cash flow requirements, risk tolerance, tax considerations, and personal goals. We are patient, long-term investors who believe diversification and discipline help achieve both growth and protection. We continually look for opportunities to increase tax efficiency and lower the cost of managing your money.

 

Tax-Efficient Returns

When it comes to investing, it’s not how much you make that matters, it’s how much you keep after taxes. With Providence Wealth Partners, you’ll get tax-efficient investing to optimize after-tax returns, also known as tax alpha. We know what assets to hold in taxable vs. tax-deferred accounts in order to create the most tax-efficient portfolios. We help you maximize your after-tax cash flow and preserve wealth.

 

Peace of Mind

Because our strategies focus on your goals and time horizon, we customize your portfolio to align with your financial plan. With our independent, objective viewpoint, transparent fee structure, fiduciary responsibility, and detailed reporting, we put your best interests first.