Why Choose Provident Financial Consultants For Your Financial Planning Needs

Provident Financial Consultants, LLC is an independent and personalized financial consulting firm serving Oshkosh, Fond du lac, Neenah, the surrounding Fox Cites area and investors across the nation. We understand that choosing the right Financial Consultant is critical. Our primary goal is to always do what is in your best interest. In fact, it is our commitment creed.

Unlike some financial firms, we do not make unrealistic promises. We do not promise to make you rich quick, believe in “hot stocks,” seek short-term returns or attempt to “time” the market. Instead, we focus on what you need your money to do for you, realistically. We do promise to get to know you on a personal level, so that one of our highly qualified and educated advisors can create personalized strategies and processes that will help address your financial goals today, tomorrow and far into the future.

We feel that education is a key part of wealth management. As we help you pursue your financial goals, we want to educate you about the basic concepts of financial planning so that you understand how your money is being managed.

Here are just a few more reasons to choose Provident Financial Consultants:

“Always in your best interest” expresses our business philosophy and the professional idea by which we operate our company every day.

You can be assured Provident consultants will…

• listen to you
  
• help you define realistic financial goals
  
• guide and educate you through a definitive process to help you understand and pursue these goals

At Provident, our ethics and professional standards guide our work. We understand the importance of trust and consider it one of our most valuable assets. By upholding the highest of standards, we aim to secure relationships with our clients and our position in the community as a trusted, independent financial resource.

Provident Financial Consultants, LLC has a team of professionals with over 100 years of collective industry experience! Each has a specific area of focus, skills and certifications. Additionally, we stay on top of important financial industry changes and issues by obtaining 40-80 hours of continuing education each year.

Years of Financial Services Experience

• Bonita L. Graff, CPA, - 37 years
• Cassandra N.F. Dorn, CFP ® - 18 years
• Brian J. Petersen - 24 years
• Brenda L. Rolli, AAMS® - 27 years
• Jacob K. Merk, CPA, CFP ® - 7 years
• Chantel Rechek, LPL Registered Administrative Associate - 18 years
• Alice Pichler, LPL Registered Administrative Associate - 18 years
• Dawn Makurat, LPL Registered Administrative Associate - 1 year

Key

• CFP - Certified Financial Planner
• CPA - Certified Public Accountant
• AAMS - Accredited Asset Management Specialist

You are our primary focus at Provident Financial Consultants. Your goals are the force behind our recommendations.

Our defined process is designed with the goal of helping you…

• understand your current financial situation and goals
  
• define and develop your wealth over time
  
• manage and preserve your wealth
  
• plan distribution of retirement income during your lifetime
  
• plan your legacy

You will benefit by our process because we strive to…

• organize your financial affairs
  
• provide clarity to make smart choices
  
• maintain your lifestyle and independence
  
• prepare you for the unexpected
  
• avoid unnecessary taxes

Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with us, their trusted and knowledgeable advisors. We aim to accomplish this through education, training, integrity, and outstanding client service.