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.
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Get ready to celebrate your financial birthdays in this informative infographic.
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See how inflation over time could affect the purchasing power of your retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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See how catch-up contributions after age 50 could significantly boost your retirement balance.
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See how much you may need to save now to cover future college costs for your child.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Business Cycle
How will you weather the ups and downs of the business cycle?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Surprises
Making the most of surprises is a great reason to work with us.
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When you retire, how will you treat your next chapter?