Provident Legacy, financial investment advisors focus on helping you in establishing freedom of a financial legacy for you and your family.
Political winds shifted towards penalizing hard-working families with higher taxes and tax cuts at the end of 2012. Since these changes services seeking to alleviate added financial pressure are in a greater demand than ever.
Provident Legacy, financial investment advisors can cut income tax bills by 50% for the majority of our clients and totally eliminate estate taxes.
Providing a working strategy
After addressing your biggest expense, taxes, we work with you to set up a secure, predictable stream of income in retirement years, while protecting your assets from lawsuits, liens and judgements. Based on our proven strategy this income is immune to stock market losses, inflation or interest rate fluctuations.
Providing Peace of Mind
With the peace of mind of a secure, lifetime income we focus on helping you make a significant difference in the lives of others by establishing legacies for your family and/or favorite charities.
Provident Legacy Financial regularly hosts training seminars for CPA’s and attorneys to teach them specialized techniques in working with high-net worth clients.
We strive to offer integrity, professionalism and world-class service to each of our valued clients.