PROVIDENT FINANCIAL GROUP, LLC | Our Services

Every individual our financial advisors meet has different needs or requirements that can be met by a wide variety of financial vehicles. Provident Financial Group has the experience and expertise to assist you in identifying the appropriate tool(s) and then implement a financial strategy that will help pursue your goals.

Our process for working with you is simple and straightforward but meticulously followed to avoid missing any objective or opportunity for financial gain. We follow four simple steps that others may tout, but very few follow.

Step 1 - Understand your financial objectives
Our process begins by getting to know your goals, tolerance for risk, current resources, and liabilities. Then we work with you to identify the appropriate time horizons for each financial objective.

Step 2 - Develop a financial strategy
Provident Financial Group's experienced financial advisors will identify the appropriate financial vehicles to help target your goals. Then we go to work piecing together short and long-term strategies that meet your specific needs. Finally, we prepare a detailed plan that gives you the understanding of how each financial vehicle will work.

Step 3 - Plan implementation
Once you are comfortable with the financial strategy prepared by our financial advisors, we will begin the process of implementing the specific recommendations.

Step 4 - Monitor/Report/Modify
Once our plan is implemented, the real work begins. Provident Financial Group closely monitors each vehicle's progress toward meeting your financial objectives. We report that progress to you as appropriate. We will make recommendations to modify the current strategy should it be prudent in meeting your individual financial needs.

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This communication is strictly intended for individuals residing in the states of
AK,AR,AZ,CA,CO,FL,GA,ID,IL,IN,KS,MA,MD,MI,MO,MS,NC,NV,NY,OR,TX,UT,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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