Products & Services
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
- Traditional IRA
- Rollover IRA
- SIMPLE IRA
- Executive Bonus Plans
- Split Dollar Plans
- SEP IRA
- Roth IRA
- 401(k)
- Cash Balance Plans
- Pensions
- 403(b)
- Profit Sharing Plans
- Defined Benefit Plans
- Money Purchase Plans
- Non-Qualified Deferred Compensation Plans
Insurance
- Disability Income Insurance
- Business Overhead Expense Insurance
- Long Term Care Insurance
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Captive Insurance Companies
- Variable Universal Life Insurance
- Second to Die