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
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.
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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.