Featured Report

Having the Right Financial Mindset

70% of lottery winners go bankrupt.  20% of seniors continue to work, not because they want to, but because they have to. Nearly half of all retirees end up with no money saved at all. Why is that? That's because they do not have the right financial mindset. So this report is going to address five mistakes people commonly make when they do NOT have the right financial mindset.

THE  WEALTH TOOLKIT®

With the recent 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 retirement planning, some of the other tools in our Wealth Toolkit® include Social Security Analysis, Risk Assessment, 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.

Other Free Reports

14 Interview Questions to Ask Any Advisor

Not all financial advisors are created equal so it is important to make sure your goals and your financial advisors goals line up. Before you commit to any financial advisor, you want to make sure you’re hiring the best person for you and your situation.  Since it’s important to go in eyes-wide-open to any engagement with a financial advisor, it is important that you interview anyone you’re giving access to your money. These 14 questions will help to assure you exactly what you’re getting in exchange for what you’re paying for, as well as ensuring that both yours and your Financial Advisor’s goals are in line.

The Top 10 Ways to Prepare for Retirement

4 Ways to Keep Long Term Care Costs from Devastating you and Your Family

6 Steps to Financial Independence for Women
How to Keep Healthcare Costs from Ruining Your Retirement

46 FAQ’s About Retirement

The
1-2-3's of RMD's

Have A Burning Question?...Ask Noel

Do you have a question(s) that you would like for Noel to answer in person?

Listen to past radio broadcasts
Social Security Questions and Answers Part 2 (Nov 10th) - with Noel Swain and Pamela Lyda
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Social Security Questions and Answers Part 1 (Nov 3rd) - with Noel Swain and Pamela Lyda
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The 4 Costliest Social Security Mistakes (Oct 27th) - with Noel Swain and Pamela Lyda
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5 Questions to Answer Before Filing for Social Security (Oct 20th) - with Noel Swain and Pamela Lyda
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Back to the Basics of Financial Planning (Oct 13th) - with Noel Swain and Pamela Lyda
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Inflation, the Silent Killer of Retirement (Oct 6th) - with Noel Swain and Pamela Lyda
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Shakespeare on Finance (Sept 29th) - with Noel Swain and Pamela Lyda
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5 Steps to a Written Retirement Plan (Sept 22nd) - with Noel Swain and Pamela Lyda
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The Top 10 Ways to Prepare for Retirement (Sept 15th) - with Noel Swain and Pamela Lyda
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5 Mental Money Mistakes (Sept 8th) - with Noel Swain and Pamela Lyda
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Are We Headed Towards a Recession? (Sept 1st) - with Noel Swain and Pamela Lyda
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Click Here to read more about ProVest Wealth Advisors

Read Noel's newspaper columns in the: 

Watch Noel's One-Minute Financial Planner Videos

Subscribe to Noel's Newsletter
Having the Right Financial Mindset (Nov 17th) - with Noel Swain and Pamela Lyda
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ProVest Wealth Advisors
223 E Blackstock Rd
Spartanburg, SC 29301
Contact us at:
1-800-277-0025 or
asknoel@theprovestperspective.com

©2018 by ProVest Wealth Advisors

Securities offered through Cambridge Investment Research, Inc., Member FINRASIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors Inc, a Registered Investment Advisor. Cambridge and Provest Wealth Advisors, Inc are not affiliated. We are licensed in the following states:NC, SC, GA, FL, VA, TX, TN, ME.

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