prov·i·dent

/ˈprävədənt/

ˈprä-və-dənt

Having or showing foresight; providing carefully for the future.

Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Retirement Planning
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
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Our Team

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.

Meet Our Team

Our Company

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit ;www.lpl.com.

Blogs

Checking Your Portfolio Isn't the Same as Reviewing It

Jake Childres |
Categories
Investments
Retirement
Tax Planning
Risk Management
Estate Planning
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into. That's a different exercise. And the years around retirement are where the difference starts to matter most. The Habit That Isn't Doing What You Think It Is Checking a portfolio...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Jake Childres |
Categories
Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...

How Hindsight Bias Hurts Investors

Jake Childres |
Categories
Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray. Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps. The...