Services

INDEPENDENCE IS KEY

Independence is the driving force behind our team. The independent financial approach is all about offering our clients options that are most in tune with their goals. Unlike in-house financial consultants, we are able to consider a wide variety of investment options and access a wide range of wealth management and investment advisory products and services. We have the freedom to weigh the merits of one service and/or product against another and make recommendations that best align with your long-term financial goals.

FINANCIAL PLANNING SERVICES

Our team of financial planning professionals in Oshkosh, WI combine a wide variety of certifications and credentials to make sure we can provide you with an extensive selection of services and products. By being so well-rounded, we offer you the convenience and confidence to have your funds managed in one place.  Provident Financial Consultants offers a broad selection of financial planning services including, but not limited to:

  • Portfolio Analysis 

  • Investment Management 

  • Retirement Planning 

  • Estate Planning 

  • Trust Services 

  • Educational Funding & College Planning 

  • Divorce Planning 

  • Tax Planning 

  • Social Security & Medicare Planning 

  • Risk Management 

  • Philanthropy/Gifting Strategies 

FINANCIAL TOOLS

In order to implement our many services, Provident utilizes a large assortment of financial products offered through LPL Financial. These products include, but are not limited to:

  • Mutual Funds

  • Variable Annuities

  • Fixed Annuities

  • Individual Stocks and Bonds

  • Alternative Investments

  • Domestic and Foreign Securities

  • Qualified Retirement Plans in the form of both Traditional and Roth 401(k), 403(b), Simple-IRA and Profit Sharing Plans.

  • Life Insurance to financially provide for your loved ones in case of the unknown.

  • Disability Insurance to ensure income in times of disability, and strive to protect you and your family’s financial future and investment savings in case of injury.

  • Long-Term Care Insurance to help you and your family pay for the care you need when you can no longer care for yourself.

If you are looking for a specific service and/or product and do not see it listed here, please call 920.230.6898 to speak with one of our team members. Set up a complimentary consultation today and let us help guide you to a brighter financial future.

 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.