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!
Click play above to watch the video!
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
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Business Boosters: Holding on to Talent
No matter what business you’re in, once you start hiring employees, you get into the people business.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Smart Wedding Registry Ideas
The start of marriage should be all love–not debt.
Ask a Financial Professional: Help! My Business is Overexten
Every business wants to grow. But there’s a risk of extending your business so far, so fast that you hit the tipping point...
The ABCs of Financial Literacy
What’s your plan and is it in alignment with this?
Why It Pays to Eat Healthy
For many Americans, eating “healthy” has become a priority, whether for weight loss, disease control or prevention, or just doing right by your body.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Surprises
Making the most of surprises is a great reason to work with us.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.