|About||We want to help you pursue your financial goals. We want to assist in charting your course. If you are just starting, or ready to retire, I can help.|
The financial consultants at Providence Wealth Planning are registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org. Investment advisory services offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC and Providence Wealth Planning are separate entities from LPL Financial.
For a list of states in which I am / we are registered to do business, please visit www.planwithprovidence.com.
Dave Ramsey's SmartVestor Pro's (SVP): http://www.planwithprovidence.com/p/dave-ramsey-smartvestor
Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Providence Wealth Planning or LPL.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
|Description||It is all about the client. Using our experience, independence and expertise to coach the client to help them pursue the path they want.|
There's many vehicles that can get you to your destination. Our role is to help simplify the journey. We can help chart your course.
Written financial plans, mutual funds, annuities, CDs, 401(k), 403(b), Roth IRA, IRA, educational savings accounts, 529 college savings plans, advisory accounts, brokerage accounts.
Life insurance, long-term care insurance, disability insurance.