Upcoming Radio Shows

Sunday, March 7th, 2020

5 Questions to Answer before filing for Social Security

Sunday, Mar 14th, 2020

with Noel B. Swain, CFP®️

and host Pamela Lyda

Sunday, Mar 21st, 2020

Featured Report

5 Questions to Answer Before Filing for Social Security

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 

CLICK HERE TO SCHEDULE AN APPOINTMENT

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

Risk Assessment.png

Would you like to talk to Noel to discuss YOUR individual situation?

Other Free Reports

5 Steps to a Written Retirement plan

7 Possible Warning Signs of an Untrustworthy Advisor

4 Costliest Social Security Mistakes

11 Common Retirement Mistakes

14 Interview Questions to Ask any Advisor

46 FAQ’s About Retirement

Fill in the info below to send Noel any questions you may have

Listen to past radio broadcasts
14 Interview Questions to Ask any Advisor (Feb 28th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
7 Possible Warning Signs of an untrustworthy Advisor (Feb 21st) - with Noel Swain and Pamela Lyda
00:00 / 00:00
Phased Retirement (Feb 14th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
5 Steps to Becoming a Savvy Investor (Feb 7th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
5 Steps to a Written Retirement Plan (Jan 31st) - with Noel Swain and Pamela Lyda
00:00 / 00:00
How ProVest Can Help you Achieve your Goals, part2 (Jan 24th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
How ProVest Can Help you Achieve your Goals, part1 (Jan 17th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
The Importance of Time Management (Jan 10th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
How to Make your Assets Last a Lifetime (Jan 3rd) - with Noel Swain and Pamela Lyda
00:00 / 00:00
5 Financial Resolutions for 2021 (Dec 27th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
Things Other Financial Advisors Don't Tell You (Dec 20th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
14 Interview Questions to Ask any Advisor before hiring him/her (Dec 13th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
7 Possible Warning Signs of an Untrustworthy Advisor (Dec 6th) - with Noel Swain and Pamela Lyda
00:00 / 00:00
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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

If you're like most Americans, Social Security benefits will make up a big chunk of the income you have to live off during retirement.  Unfortunately, far too many retirees simply claim Social Security ASAP without fully understanding the implications of this choice.

So before you decide when to claim your benefits, you need to secure the answers to these 5 questions so you can make a strategic choice that gives you the best chance of getting the retirement income you need. 

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.

Please note:: The information being provided is strictly as a courtesy. When you access a link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website