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Ready for Retirement? Social Security: By the Numbers Suddenly Single: Three Steps to take now Are Alternative Investments Right for you?
Jarrod Rutledge

Jarrod
Rutledge, CFP®

Founding Partner of Provident Wealth Management Group.
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Jason Heinzelmann

Jason
Heinzelmann, CRPC®

Founding Partner of Provident Wealth Management Group.
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Products & Services

Planning & Advisory Services

Create a lasting legacy.
It is important to coordinate all
aspects of your finances to help
accomplish your highest purpose.

Investing

Invest in what matters.
We believe there is wisdom in systematically
saving over a period of time using
a disciplined investment strategy.

Insurance

Protect what’s important.
We believe that purchasing appropriate
insurance doesn’t demonstrate a lack of
faith but rather prudent planning.

Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Surprises

Making the most of surprises is a great reason to work with us.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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