Upcoming Radio Shows
Sunday, Apr 18th, 2020
4 Costliest Social Security Mistakes
Sunday, Apr 25th, 2020
with Noel B. Swain, CFP®️
and host Pamela Lyda
Sunday, May 2nd 2020
Featured Report
4 Costliest Social Security Mistakes
Most people aren’t fully aware of the options that apply to their unique situation. Unfortunately, bad advice on how people should set up their Social Security is rampant. It can be intimidating to trust anyone who claims they understand Social Security. Not only do your Social Security benefits represent a lot of money, but it also represents a portion of your income for the rest of your life. It’s a big responsibility to make sure you do it right.
Social Security Questions and Answers
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
5 Steps to a Written Retirement plan
46 FAQ’s About Retirement
5 Questions to Answer Before Filing for Social Security
How Provest can help your achieve your goals
11 Common Retirement Mistakes
&how to avoid them
How to Spot and Stop Financial Elder Abuse
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