WHAT TO EXPECT
Little things that make us...well us
Investment Management Services
Get your money on the same page as your priorities & dreams.
Financial Wellness Services
Resources to help you achieve financial progress & happiness for less than you might think.
Have more than $200,000 in our Finique investment advisory program? Get our Ultimate package with our compliments.
Life Event Support
There are some things no one should ever navigate alone.
Employers & Groups
Show some extra love for your valued employees, customers, members, or business.
PORTFOLIO > $1 MILLION? CONSIDER FINIQUE VIP
Have >$1 million Finique balance? Get more with an optional VIP relationship with additional time, attention, & perks.
Small business owners, high income earners, & those with other priorities or have little time may find a good fit.
Bespoke portfolio management based on personal preferences
Get up to 100 hours / year of non-billable time from your advocate
Provide family with cost-saving financial wellness perks
Discover & experience the progress you can make working with us
Provident Living Financial Services & its financial advocates reserve the right to terminate or change the availability & criteria of these promotions without notice.
All initial suitability consultations are at no cost
We're often in demand. You may therefore need to join our wait list.