Wealth Strategies

In providing our clients with a Wealth Strategy, we explore and develop a strategy so you can enjoy life, not just survive in retirement.

What is a wealth strategy?

 A wealth strategy is a step-by-step action plan to provide clear direction to achieve your wealth goals. When most clients come to us they are working harder than their money. We look for ways to reduce your workload, and make your money sweat for you.

Those with clear goals are ten times more successful than those with no clear goal in place. We firmly believe that all entrepreneurs need to have a long-term vision for their financial and business future.

1. Find an Advisor
Evaluation of your current wealth situation and a new understanding of how to find the right advisor for you, even if it’s not us.

2. Design
Creation of a custom strategy and action plan to accelerate your path to financial freedom.

3. Implement
Coordination between your team of advisors to execute your strategy and achieve your vision.

4. Report
Maintaining corporate formalities, developing reports to show the progress of your strategy and identifying any needed changes.

5. Protect
Confidence that your assets are protected and your team is prepared to defend your strategy in a legal situation.

A Clear Roadmap

Financial organization

The Right Assets

s

Reduce Risk & Identify Solutions

The path to financial freedom starts with a vision

 
ProVision wealth strategies are highly individualized and totally practical. Together we’ll identify your dream and then develop the best path to achieve that dream. Whatever your destination, we are committed to getting you there faster than you dreamed possible.

Vision
First we’ll explore and identify your dream (If you could be anywhere, if you could do anything, where and what would it be?) Then we work to quantify that dream and establish your vision.
Focus
We’ll help you narrow your vision in order to focus on one specific type of asset in a single asset class.
(i.e., real estate, paper, business or commodities )
Decisions
Professional investors differ from amateurs because they make a decision once and repeat it over and over. We help you develop the specific criteria for investing that will keep you on track to reach your dream.
Team
We deliver a clear action plan in addition to showing you how to locate and work with a team to execute your strategy, reduce your time involved and maximize your results.

Client Reviews

We have really enjoyed working with the Provision Team! They have become trusted advisers and friends. The team gets to know the client dreams and goals and then gives the best advice on how to get there.

 

Scott & Carole Michalak
Client

I’ve been working with Provision for a few months now and were coming to the end of the year. So far I’m extremely happy with with their services. The team they set me up with are extremely informative and I’m excited to see how they do with my tax savings.

 

Mitch Schwitters
Client

The Provision Team are incredible! We have always received personalized attention. Our unique tax planning needs have been discussed in detail and various strategies have been offered to us. We have even been taught how to invest differently so that we can maximize the tax code.

 

Josh McCallen
Client

Start your wealth strategy today.

A new kind of CPA firm for entrepreneurs and investors. We offer innovative strategies for building net worth.

Contact

Phone

Office: 480-467-4400
Toll-Free: 866-467-5809
Fax: 480-467-4444

Office

1501 W Fountainhead Pkwy #650
Tempe, AZ 85282

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