Broker Check

Independent Objective Advice

Products & Services

At Provident Wealth Management Group, we have no conflicts of interest that are imposed by the constraints of proprietary products or investment banking relationships. We are supported by seasoned and accomplished industry veterans, comprising a large and experienced research group among independent brokerage firms, with access to timely, detailed information, computer- modeling tools, and market intelligence. In addition to LPL’s Independent Research Group, we also have access to a host of other financial research providers. We thoroughly analyze the available research and select the services suited to your unique financial situation.

Investments

  • Mutual Funds
  • Bonds
  • Stocks
  • Exchange Traded Funds
  • Unit Investment Trusts
  • Alternative Investments
  • Annuities
  • Certificates of Deposit
  • Government Securities
  • Municipal Bonds

Financial Planning

  • Comprehensive Planning
  • Retirement Accumulation/ Income Planning
  • Education Planning
  • Estate Planning
  • Protection Planning
  • Investment Planning
  • Tax Planning
  • Small Business Owner, Retirement Plan Selection Planning
  • Financial Position Analysis

Retirement Planning

  • Traditional IRA 
  • Rollover IRA 
  • SIMPLE IRA 
  • Executive Bonus Plans 
  • Split Dollar Plans 
  • SEP IRA 
  • Roth IRA 
  • 401(k) 
  • Cash Balance Plans 
  • Pensions 
  • 403(b) 
  • Profit Sharing Plans 
  • Defined Benefit Plans 
  • Money Purchase Plans 
  • Non-Qualified Deferred Compensation Plans

Insurance

  • Disability Income Insurance
  • Business Overhead Expense Insurance 
  • Long Term Care Insurance 
  • Term Life Insurance 
  • Whole Life Insurance 
  • Universal Life Insurance 
  • Captive Insurance Companies
  • Variable Universal Life Insurance 
  • Second to Die