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Independent Objective Advice

The Wild West of Data Theft Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement
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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Money that Buys Good Health is Never Ill Spent

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Caring for Aging Parents

Caring for Aging Parents

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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

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To Catch a Thief

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Trends in Charitable Giving

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Historical Inflation

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Estimate how much of your Social Security benefit may be considered taxable.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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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.

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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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.

When Markets React

When markets shift, experienced investors stick to their strategy.

A Fruitful Retirement: Social Security Benefit

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When you retire, how will you treat your next chapter?

Jane Bond: Infiltrating the Market

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Once Upon a Goal

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