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PURPOSE-DRIVEN
FINANCIAL ADVOCACY

... with a twist of creativity and compassion

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WHAT TO EXPECT

Little things that make us...well us

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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.

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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.

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OUR INVESTMENT IN YOU & YOUR FUTURE

EXPECT STATUS-BASED REWARDS

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

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

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SERVICES

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Investment Management Services

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

Part of the two-comma portfolio club?

Finique

Our popular flagship turn-key investment management offering

Reve

One-time employer retirement plan advice for a flat-fee.

Open

One-time advice on any

account held anywhere.

Starter

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

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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.

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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?

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Employers & Groups

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

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Business Owners

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

Advisor-2-Advisor

Collaborative & creative ideas with reliable & easy execution.

Journey

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

Retirement Plans

Employer-sponsored retirement plans optimized for value & tax.

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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.

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Customized Portfolios

Bespoke portfolio management based on personal preferences

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More Attention

Get up to 100 hours / year of non-billable time from your advocate

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Gift Status

Provide family with cost-saving financial wellness perks

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CURRENT PROMOTIONS

Discover & experience the progress you can make working with us

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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.

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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.

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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.

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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?

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