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Why Choose Provident Financial Consultants, LLC ?
OUR PHILOSOPHY
“Always in your best interest” expresses our business philosophy and the professional ideal by which we operate our company every day. Process, not product, is significantly
the most effective means of planning for your future.
It is often hard for people to trust others. Financial and economic news is often troubling and confusing. Print and broadcast media seem to present problems rather than solutions.
Provident consultants will
• listen to you
• help you define your goals
• guide you through a definitive process to help you pursue those goals
We do not believe in
• the concept of ”hot stocks”
• seeking short-term investment returns
• attempting to “time” the market
Our recommendations are based on the proven financial principles of Modern Portfolio Theory.
OUR HIGH STANDARDS
At Provident, our ethics and professional standards guide our work. We are accountable to our clients and our profession. By upholding these standards, we secure relationships with
our clients and our position in the community as a trusted, independent financial resource.
OUR EXPERIENCE
As financial planning professionals, our experience and longevity works in your favor. This enables us to deliver strong, comprehensive plans for your investment, retirement and legacy
planning. Our professional team works with you to provide the guidance, discipline and attention you need to help you stay on track.
Our decades of experience in financial planning have earned our clients’ trust and confidence through a variety of market conditions. Our clients find that our financial planning process helps them to prepare for the lifestyle they want.
Credentials
Professionals at Provident Financial Consultants, LLC possess
the following financial planning designations—
CFP—Certified Financial Planner
CPA—Certified Public Accountant
CDFA—Certified Divorce Financial Analyst
In addition, Provident Financial Consultants, LLC professionals receive 40-80 hours of continuing education each year. The financial planning field is constantly changing and it is imperative to stay on top of important issues.
Experience
Provident Financial Consultants, LLC has a team of proven professionals with years of collective experience. Additionally, each professional has individual areas of expertise to provide the best solutions for your needs.
♦ Mary P. Wiedenmeier, CFP™—32 years of experience
♦ Bonita L. Graff, CPA, CDFA—25 years of experience
LPL Registered Assistants
♦ Brian Petersen, Account Executive—11 years
♦ Chantel Rechek, LPL Registered Administrative Associate—5 years
Focus
Providing independent, objective financial consulting services to our clients. Our compensation structure, comprised primarily of fees, allows us to always work in your best interest. Our independence is demonstrated through our affiliation with LPL Financial, the nation’s leading independent brokerage firm (based on total revenues as reported in Financial Planning magazine, June 1996-2009.
OUR PROCESS
You are our primary focus at Provident Financial Consultants. Your goals are the major force behind our recommendations.
Our defined process helps you
• understand your current situation and goals
• create and grow your wealth
• protect and preserve your wealth
• plan distribution of retirement income during your lifetime
• plan your legacy
You will benefit by our process because it helps
• organize your financial affairs
• provide clarity to make smart choices
• maintain your lifestyle and independence
• prepare you for the unexpected
• avoid unnecessary taxes
• ensure care for heirs
OUR INDEPENDENCE
Our primary goal is to always work in your best interest. As independent consultants, we offer unbiased financial guidance. We utilize a wide range of resources in order to help you pursue
the financial goals you have identified.
We offer securities through LPL Financial an independent brokerage firm. Having no proprietary products eliminates possible conflicts of interest.
When you engage Provident to handle your financial affairs, your goals become our goals. Our energy is devoted to working as a team to help secure your future.
Our independence extends to include our method of compensation, which may consist of fees, a percentage of assets under management or commissions. We work with you to determine which method of compensation is in your best interest.
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