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Finding the Balance Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy
Jarrod Rutledge

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

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.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Federal Income Tax

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

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

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

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Behavioral Finance

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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