Upcoming Radio Shows
Sunday, Jan 17th, 2020 8am
Sunday, Jan 24th, 2020, 8am
with Noel B. Swain, CFP®️
and host Pamela Lyda
Sunday, Jan 31st, 2021, 8am
Featured Report
Time Management
Do you know what your most precious asset is? It’s not your house. It’s not your car. It’s not even your investment portfolio. It’s your time. Benjamin Franklin once said: If time be of all things the most precious, wasting time must be the greatest prodigality, since lost time is never found again, and what we call time enough, always proves little enough.
How ProVest can help you achieve your goals
Here at ProVest Wealth Advisors, we are committed to understanding what is important to you and what you want to achieve with your money. Once we have that understanding, we work to develop strategies that will enable you to achieve the kind of retirement and lifestyle you want.
What you may not know is that there are a lot of things that go into that commitment. As financial advisors, we don’t just look at numbers on a spreadsheet or check to see how the markets are doing all day. We are constantly busy – researching, planning, fact-checking, completing administrative work, problem-spotting, problem-solving, and much more.
Most of all, we spend each and every day thinking, caring, and stressing over the goals and needs you’ve expressed to us. Frankly, we feel our job is to stress so that you don’t have to.
This is a list of 32 ways that we here at ProVest Wealth Advisors help you work toward your goals. They have been divided into 4 categories.
To be added to our Social Security webinar invite list for 2021, please complete and submit your info below.
Hope and Persistance
New!!
College Planning Tool
College tuition has risen 776% since the early 1980's
Often times, parents overpay for college and hurt their savings and retirement plans.
But PEGS can help navigate the college funding process.
P for Price - use each college's net price calculator to discover a school's true cost.
E for Expected Family Contribution - determine how much you need to be prepared to pay for college.
G for Graduation Rate - know the percentage of students who graduate and how many years it usually takes.
S for Salary Projections - compare projected school prices vs schools' starting salary data.
To schedule a FREE complimentary appointment to determine your EFC,
call us at 864 582 7766 or
THE WEALTH TOOLKIT®
With the constant volatility in the stock market, you may wonder how this could affect your retirement plans. This is why we at ProVest have developed the Wealth Toolkit®. When we conduct a retirement analysis with our new Wealth Toolkit® it can help reduce your anxiety of investing by being able to better understand your recent portfolio volatility, and by comparing it to previous times in history. In addition to Risk Assessment, some of the other tools in our Wealth Toolkit® include Social Security Analysis, Retirement Planning, and Legacy Preservation. There is no substitute for having accurate, understandable information on which to base your financial decisions. If you are interested in finding more about how this works, click on the link below or give us a call at 1-800-277-0025.
Risk Assessment Tool
To find out your own PERSONAL tolerance for Investment Risk, click on the Big Red Button
Would you like to talk to Noel to discuss YOUR individual situation?
Other Free Reports
How to Make your Assets Last a Lifetime
4 Costliest Social Security Mistakes
14 Interview Questions to Ask any Advisor
1-2-3s of RMDs
5 Questions to Answer Before Filing for Social Security
46 FAQ’s About Retirement
Fill in the info below to send Noel any questions you may have
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