Jarrod
Rutledge, CFP®
Founding Partner of Provident Wealth Management Group.
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Life in a Box
See how eMoney Advisor can help
organize your financial life!
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Jason
Heinzelmann, CRPC®
Founding Partner of Provident Wealth Management Group.
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WEALTH MANAGEMENT SERVICES
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
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.