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Holistic Financial PLanning

"Holistic" can seem a little vague - this is because financial planning is truly unique to every client that we serve. To us, holistic means that we seek to understand our clients financial needs, bring tailored solutions that address the core issues, and adapt the plan as life brings it twists and turns. Most times this looks like building a plan that takes into consideration everything from investment planning to estate goals - here are some examples of what goes into this:

Retirement Planning

How do I know I am prepared for retirement? How do I take my money out of my accounts? Do I have enough? These are all questions that we can help with through effective planning.

Life Insurance

How much life insurance do you need? How much should you pay for it? It only takes a few pieces of info, and only a few minutes to find the answers to these questions, and compare quotes from multiple insurance carriers.

Investment Strategy

We use a long-term, diversified and cost-conscious approach to investing. We start by asking the question "When & what do we need this money for?" so that we can create a portfolio strategy that is right for you. 

Long-Term Care

Do I need LTC insurance? Can I just fund it myself? What does Medicare do to help? The solution is truly different for every person - but it is nonetheless important to plan for as nearly 70% of people over the age of 65 will utilize some form of long-term care services. See link for more.

Annuity / Pension Consult

Just like cars, annuities and pensions can get out-dated and need a tune-up or upgrade. We help clients ensure that they are maximizing their retirement income by electing the right distribution, and vehicle.

Tax Planning

Does your income disqualify you from contributing to a ROTH IRA? Are all of your retirement dollars in your 401k or IRA? There still may be ways of accumulating & distributing tax-efficient & tax-free dollars in your plan.

Client Experience

Your experience matters to us. We value our clients and want to ensure that they feel it. Here are some ways that we strive to ensure your experience is unforgettable: 

Retirement Planning Picture

Your plan - in the palm of your hand

We utilize RightCapital which allows you to view your plan from your desktop or an app on your phone. Our goal is for you to have visibility into your plan whenever you want! 

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  • Net Worth Tracking

  • Real Time Investment Data

  • Planning Checklists

  • Secure File Upload

  • Budget & Expense Tracking

  • Medicare & Social Security Optimization

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Know when your next review is:

As a client, its reassuring to actually know when the next time you are going to speak to your advisor is.

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We schedule all of your reviews for the whole year out during our annual review - so that you can have the confidence and clarity you deserve. 

Client Appreciation

We recognize that without our clients - we wouldn't be able to do this. Whether that is a simple thank-you card, Christmas gift, or retirement celebration dinner - we want to make sure our clients know they are appreciated.

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Providence Capital LLC (“RIA Firm”) is a registered investment adviser located in Springdale, AR. Providence Capital LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Providence Capital LLC’s  web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Providence Capital LLC’s web site on the internet should not be construed by any consumer and/or prospective client as Providence Capital LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

 

Any subsequent, direct communication by Providence Capital LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Providence Capital LLC, please contact the state securities regulators for those states in which Providence Capital LLC maintains a registration filing. A copy of Providence Capital LLC’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Providence Capital LLC upon written request. Providence Capital LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Providence Capital LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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