prov·i·dent

/ˈprävədənt/

ˈprä-və-dənt

Having or showing foresight; providing carefully for the future.

Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Retirement Planning
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
investment_planning.jpg

Our Team

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.

Meet Our Team

Our Company

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit ;www.lpl.com.

Blogs

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Jake Childres |
Categories
Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...

5 Smart Ways to Use Your Tax Refund in 2025

Jake Childres |
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Jake Childres |
Categories
Tax Planning
Finance
Retirement
Investments
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...