top of page
PLFS Home Page Image from iStock.jpg
TOT_brokercheck-banner_edited.jpg

PURPOSE-DRIVEN
FINANCIAL ADVOCACY

... with a twist of creativity and compassion

Home: Welcome

WHAT TO EXPECT

Little things that make us...well us

Brainstorming

LIFE WITHOUT UNDUE SACRIFICE

CREATIVITY TO HELP YOU LIVE, DO, & BE MORE

Helping enrich the lives of our client family & helping make possible what was once seemingly out of reach give us great fulfillment.

COUNT ON US TO BE THERE

EXPECT COMPASSION IN DIFFICULTY

Facing crisis or change such as retirement, tragedy, a big win, or worrying times? You don't need to navigate it alone.

Business Meeting
Business Meeting

WORRY LESS - WE'VE GOT YOUR BACK

EXPECT TOTAL FINANCIAL ADVOCACY

Anywhere life & money meet, we endeavor to have our clients' back & enrich their lives as an essential partner

AUTHENTIC RELATIONSHIPS

EXPECT A SPECIAL BOND TO DEVELOP

Of the many we meet in life - few become special to us. Our mission to become one of the "few" for each of our client family was inspired by a coffee commercial.

Business Meeting
Business Meeting

OUR INVESTMENT IN YOU & YOUR FUTURE

SELF-HELP TOOLS & ADVOCACY FOR YOUR JOURNEY

Earn money-saving financial wellness perks & discounts based on balance, savings rate, or purchased flat-rate membership.

Journey membership benefits are subject to change at any time. Please see most recent ADV brochure for most recent details. 

Home: Services
shutterstock_52800508 PLFS road graphic

SERVICES

Home: Image

Investment Management Services

Get your money on the same page as your priorities & dreams.

Finique

Our popular flagship turn-key investment management offering

Starter

Get Finique with no advisory fee with household balance < $10,000.

Home: Services

Financial Wellness Services

Resources to help you achieve financial progress & happiness for less than you might think.

Have more than $250,000 in our Finique investment advisory program? Get our Ultimate package with our compliments.

Business Meeting
Business Meeting
Brainstorming
Business Meeting

Organize & Track

Monitor your entire financial life from a secure dashboard

Financial Planning

Evaluate, create & checkpoint a roadmap for financial success.

Life Event Support

There are some things no one should ever navigate alone.

Advice & Advocacy

Stuck, unsure, have a big idea or wishes, or need accountability?

Home: Services

Employers & Groups

Show some extra love for your valued employees, customers, members, or business.

Business Meeting
Business Meeting
Brainstorming
Business Meeting

Business Owners

We can help improve continuity, tax-efficiency, strategy, & more.

Advisor-2-Advisor

Collaborative & creative ideas with reliable & easy execution.

Reve: Adore & Love

Provide your team with the tools to help them dream & succeed financially.

Retirement Plans

Employer-sponsored retirement plans optimized for value & tax.

Home: Services

CURRENT PROMOTIONS

Discover & experience the progress you can make working with us

Business Meeting

COMPLIMENTARY STRATEGY SESSION

Requires > $500,000 in student loans

Let's come up with an aggressive game-plan to tackle your debt together as well as get your some resources to help move the needle faster.

Brainstorming

GET A RETIREMENT / F.I. STRATEGY SESSION ON US

Requires > $1 million portfolio

Gather some information & we will spend up to 6 hours of non-billable time crunching numbers, evaluating strategies, & meeting with you to strategize your best foot forward.

Business Meeting

INVESTMENT PORTFOLIO SECOND OPINION

Requires > $1 million portfolio

Do you understand what you are invested in & why? Does it feel optimal? Get a fresh set of eyes, insightful information, & actionable ideas in pursuit of improved confidence.

Provident Living Financial Services & its financial advocates reserve the right to terminate or change the availability & criteria of these promotions without notice.

Home: Services
Clean Officespace

GET STARTED

All initial suitability consultations are at no cost

We're often in demand. You may therefore need to join our wait list.

Which services are you interested in?

Thanks for submitting!

Home: Get Started
bottom of page