fbpx

GUIDING YOU TO AND THROUGH

RETIREMENT

FEE-ONLY FINANCIAL PLANNING BY A FIDUCIARY FINANCIAL ADVISOR

Optimize Retirement  Ι  Lower Taxes  Ι  Improve Investments

Services

What we do

Ongoing Financial Planning

Many life decisions are financial decisions and many financial decisions are life decisions.  By collaboratively working together on an ongoing basis, we can regularly review your retirement income, make sure you’re not overpaying taxes and stay on top of your finances.

Investment Management

Investments are important and should be coordinated with the rest of your financial plan.  We focus on the investor’s return and chances of meeting your goals rather than trying to guess which investments will outperform.

Our process is designed so you can evaluate our firm before ever committing a single dollar to an ongoing relationship. Find out how we can help before making your decision.

1- Get a One-Page Plan

This 60 minute meeting allows us to share our thoughts and observations with you and allows you to see how we will work together.  We’ll cover taxes, retirement, investments and more.

2- Get a Comprehensive Plan

Once you decide to move forward, this 3 meeting process will come with specific recommendations around retirement and other goals, investments, taxes, insurance, estate planning and company benefits.

3- Get Going

We will assist you in implementing your plan and follow a systematic process to stay on top of your finances and make sure you optimize income, don’t overpay taxes and improve your investments.

Why Choose us?

Value you get

Fee-only

Not hidden commissions

Collaborative process

Not one-sided instructions

Fiduciary all the time

Not just some of the time

Financial Planning

Not just investment management

Fully independent

Not affiliated with Wall Street

Provision Financial Planning
We like to work at the intersection of retirement, taxes and investments. We may be a good fit if you:

Proud Member:

Proud Contributor

I'm a Fee-Only CFP®. Here's why that matters.

Earlier in my career, I worked in parts of the industry that required me to sell products for a commission.  Needless to say, it wasn’t a good fit – and it’s why I eagerly founded Provision Financial Planning as a Fee-Only firm. The only compensation I receive is from my clients, which allows me to be a Fiduciary at all times.

As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a NAPFA-Registered Advisor, I complete 60 hours of Continuing Education every 2 years.  As an Enrolled Agent (highest credential the IRS awards), I complete 24 hours per year on taxes.  While there is some overlap, that’s a lot of formal learning!  

 

Provision Financial Planning

Lower Your Taxes In Retirement

Taxes will be the largest expense in retirement for many of you. Read this guide to learn how you can lower yours.

 

  • Take advantage of income dips
  • Roth Conversions
  • Plan around the standard deduction
  • SECURE Act
  • CARES Act
  • Working past 70.5
  • and more....​
We respect your privacy. Unsubscribe at any time.

 

You'll also get our emails with important updates, deadlines, our content and other relevant information.

9 Mistakes To Avoid When Retiring Solo ​

Topics Included: Taxes, Social Security, Retirement Fulfillment and more!

We respect your privacy. Unsubscribe at any time.

Get Your Copy!

You'll also get our emails with important updates, deadlines, our content and other relevant information.