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Matthew D. Yokie

President & Founder

"We help people just like you to gain
clarity and piece of mind in a world of
increasing financial complexity. As your
personal CFO, we build your financial

strength by... read more

 

 

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Contact Information

myokie@brookstoneadvisor.com

Provident Retirement Advisors

Client Meeting Location:

3107 E Corporate Edge Dr.
Germantown, TN 38138
   901-853-5507

 Office Mailing Address:

10928 E Shelby Dr.
Collierville, TN 38017

 















 

Workshops/Events

We believe knowledge is power and the bridge to making good financial decisions. This is why it is our personal mission to educate the members of our community on how to properly prepare and evaluate a retirement plan. Through our educational initiatives, we address the key areas where most pre-retirees and retirees discover their money slipping through the cracks with their existing financial plans including: paying unnecessary taxes, poor structuring of income and unnecessary exposure to risk. We offer workshops throughout the year and private events for local charities and organizations. During our workshop, you will be provided with a unique insight to the necessary functions of each component of a financial and estate plan. You will learn about the potential pitfalls of an unplanned or under planned retirement, and the costly mistakes that could arise from lack of preparation.

Ask Yourself...

  • Is my retirement plan working for me?
  • How do I prepare for my future retirement income needs and desires?
  • What strategies can I implement to minimize my tax liabilities?
  • What planning strategy should I use to prepare for long term care expenses?
  • Does an IRA trust make sense for me and my heirs?
  • Are my assets exposed to unnecessary risk?
  • Is my money earning at its potential?
  • Will my retirement savings provide me with an income for life?

If you find it difficult to answer these questions confidently and in respect to your current financial plan, we encourage you to attend one of our upcoming educational workshops. We want you to be inspired and take charge of your financial security, tighten the loopholes of your financial matters and plan for a secure and enjoyable retirement.

Calendar of events
Coming soon...

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Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM),  a SEC Registered Investment Advisor. BCM and (Provident Retirement Advisors) are independent of each other. Insurance Products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management.