Upcoming Radio Shows
Sunday, Sept 27th, 2020
Sunday, Oct 4th 2020, 8am
with Noel B. Swain, CFP®️
and host Pamela Lyda
Sunday, Oct 11th, 2020, 8am
Featured Report
Managing and Maximizing your 401K
Do you really understand your 401k and how to get the most out of it before you retire? For the majority of us, our retirement hopes hang on our 401(k). So, it’s important to understand how to maximize it so that you can have the best hope of a successful retirement.
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
How to Avoid Overpaying for College
Families often overpay for college, take on too much debt, and hurt their savings and retirement plans because they tumbled unprepared into the late-stage college funding pressure cooker. So the solution is to start developing your college funding strategy now by getting an Expected Family Contribution analysis. From that baseline, you can begin to gather the rest of the critical information you need to start the hunt for the right school with the lowest possible tuition while protecting your retirement plans.
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
The Top 10 Way to Prepare for Retirement
The 4 Costliest Social Security Mistakes
How to Make your Retirement Assets Last a Lifetime
5 Steps to a Written Retirement Plan
How ProVest can help you achieve your goals
46 FAQ’s About Retirement
Fill in the info below to send Noel any questions you may have
Listen to past radio broadcasts
Click Here to read more about ProVest Wealth Advisors
Read Noel's newspaper columns in the:
Watch Noel's One-Minute Financial Planner Videos