At Provident Wealth Management Group, we are supported by seasoned and accomplished industry veterans, comprising a large and experienced research group among independent brokerage firms, with access to timely, detailed information, computer- modeling tools, and market intelligence. In addition to LPL’s Independent Research Group, we also have access to a host of other financial research providers. We thoroughly analyze the available research and select the services suited to your unique financial situation.

Investments

• Mutual Funds
• Bonds
• Stocks
• Exchange Traded Funds
• Unit Investment Trusts
• Alternative Investments
• Annuities
• Certificates of Deposit
• Government Securities
• Municipal Bonds

Financial Planning

• Comprehensive Planning
• Retirement Accumulation/ Income Planning
• Education Planning
• Estate Planning
• Protection Planning
• Investment Planning
• Tax Planning
• Small Business Owner, Retirement Plan Selection Planning
• Financial Position Analysis

Retirement Planning