Provident Financial Group, LLC
We are an independent wealth management firm unlike many others in Central Illinois. Our mission is to provide each of our clients with customized strategies that pursue specific financial objectives.
Welcome to Provident Financial Group, LLC! We are an independent wealth management firm unlike many others in Central Illinois. Our mission is to provide each of our clients with customized strategies that pursue specific financial objectives. Our partnership was founded on three key principles: Individualized strategies for each client Premier service to our clients Objective, independent thinking With more than 75 combined years of experience, our team specializes in retirement planning, investment portfolio management, estate and inheritance planning, education savings—and much more—using our broad range of expertise. Our Services Every individual our financial advisors meet has different needs and requirements that can be met by a wide variety of financial vehicles. Provident Financial Group has the experience and expertise to assist you in identifying the appropriate tool(s) and to implement a financial strategy that will help pursue your goals. Our process for working with you is simple and straightforward, and we meticulously follow it to avoid missing your objectives or opportunity for financial gain. We follow four simple steps that others may tout, but very few follow. Step 1 - Understand your financial objectives Our process begins by learning your goals and assessing your tolerance for risk, current resources, and liabilities. Then we work with you to identify the appropriate time for each financial objective. Step 2 - Develop a financial strategy Provident Financial Group's experienced financial advisors are trained to identify the appropriate financial vehicles to help target your goals. We then piece together short- and long-term strategies that meet your specific needs. Finally, we detail a plan so you understand how each financial vehicle will work. Step 3 - Plan the implementation Once you are comfortable with the financial strategy we've prepared, we begin to implement the specific recommendations. Step 4 - Monitor/report/modify Once our plan is implemented, the real work begins. Provident Financial Group closely monitors each vehicle's progress toward meeting your financial objectives. We report that progress to you as appropriate and make recommendations to modify the strategy as necessary to meet your individual financial needs.
Address: 3017 Village Office Place Champaign, Illinois 61822 USA
Phone: +1 217 366 3456
FAX: +1 217 356 2340
