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Financial and Retirement Planning

Instead of focusing on the amount you needed to put away each year for retirement, what if you looked first at your goals for 5, 10 or 30 years down the road? And what if you built a detailed plan around those goals that let you see the value of the choices you were making?

How we can help
At Provence Wealth Management, our distinctive financial planning approach to retirement and life events starts by working with a Provence Wealth financial advisor to identify your goals and dreams. Once you've decided where you'd like to be, you'll work with your advisor to make a realistic plan tailor-made for you.

Imagining your dream retirement is not always easy. If you're not sure what you'd like to do during your retirement, consider a range of options and develop your personal vision. Having a financial plan can help to make your retirement a time of personal growth and opportunity. Our approach to financial planning seeks to balance your immediate financial concerns with your dreams for the future.

Life Events

From beginning a new career to leaving a legacy for your grandchildren, each stage of life comes with a new set of hopes and concerns. Ongoing financial planning can help you navigate all the changes in your life with more confidence.

Planning for Every Stage of Life
A Provence Wealth financial advisor can help you prepare for the life-changing events that impact your finances. Your advisor will take a look at your overall financial needs, including your current situation and your goals for the future. Together, you'll work to create a financial plan based on your dreams and goals, and track your progress toward achieving them.

Life-Changing Events

  • Dealing with divorce
  • Getting married
  • Job transition
  • Loss of a spouse
  • Managing an inheritance
  • Starting a family

Your Financial Goals

  • Education savings
  • Estate planning
  • Investment planning
  • Managing your taxes
  • Owning a business
  • Protecting what matters most