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We Provide Concierge-Based

FINANCIAL PLANNING

JASON PROVOST, CFP®, PRESIDENT

Jason D. Provost, CFP ® is a recognized Federal Benefits Educator, Author, Speaker and Financial Planner, whom you may have seen in CBS and FOX 32 Chicago and Yahoo! Finance, MarketWatch, Seeking Alpha, PR Newswire, Finanzen.net, Benzinga, Morningstar, MarketScreener, StreetInsider...

PROACTIVE

Contacting clients with the information they need before they know they need it.

RESPONSIVE

Reacting to client requests with an instilled sense of urgency and priority.

PROFESSIONAL

Interacting with a team that is impeccably trained and extremely courteous.

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WHY CHOOSE PROVOST FINANCIAL SERVICES AS YOUR TRUSTED PARTNER?

We have one guiding principle at Provost Financial Services that is instilled in our corporate culture and is ultimately the core of everything we do: concierge-based service.

INDEPENDENT ADVICE

Designing client portfolios based on a virtually unlimited number of options.

CLIENT EXPERIENCE

Giving each client the intimate attention deserved to secure their financial future.

HOLISTIC PHILOSOPHY

Harmonizing the various pieces of financial planning into a seamless process.

WHAT OUR CLIENTS

ARE SAYING ABOUT US

“It has definitely been my pleasure to not only work with you but to become friends with
you. That's the real bonus!”

-Lou

Credits

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation was provided. No conflict of interest exists between Provost Financial Services and the individuals providing these testimonials.

OUR CREDITS

OUR PROCESS

At Provost Financial Services we realize that every client and business we work with has unique needs, goals, and objectives. That is why we deliver customized solutions to address the specific nature of each client scenario. However, we use a holistic process to ensure that all appropriate financial areas are analyzed and comprehensive service is rendered.

STEP ONE

Establish the Relationship

  • Scope of Engagement

  • Compensation Structures

  • Time Frames

  • Responsibilities

Process
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