Contacting clients with the information they need before they know they need it.
Reacting to client requests with an instilled sense of urgency and priority.
Interacting with a team that is impeccably trained and extremely courteous.
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.
Designing client portfolios based on a virtually unlimited number of options.
Giving each client the intimate attention deserved to secure their financial future.
Harmonizing the various pieces of financial planning into a seamless 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.
Establish the Relationship
Scope of Engagement
Jason Provost, Co-Author's New Book, Retire Like A Shark to Help Federal Retirees Reduce Taxes and Avoid Financial Pitfalls
According to CNBC, "Although $1 million is the oft-cited amount needed to retire comfortably, it might not be enough. 'On average, a $1 million retirement nest egg will last 19 years,' according to a 2019 report from personal finance site GOBankingRates. And depending on where you live, retirees could blow through $1 million in as little as a decade."
Readers will discover tax, financial, and investment keys, methods, and tips, along with an opportunity for additional retirement resources, from over 30 leading authorities.