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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

 

 

 

 

 






























 

Matthew D. Yokie

President and 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 helping to create and grow wealth, protect and preserve your life savings and plan for the distribution of your estate in the most tax-efficient manner."

As founding principal of Provident Retirement Advisors, Matthew D. Yokie has dedicated his life to educating and assisting retirees, pre-retirees, medical/dental professionals and business owners of West Tennessee, Northern Mississippi, and Arkansas on how to plan for and protect their financial future. An advocate for comprehensive financial and retirement planning, Matt ensures that all components of a client's financial affairs work in collaboration. He specializes in identifying potential loopholes of financial, accounting and estate plans, and detects where there may be unnecessary monies "slipping through the cracks." Matt strives to instill in his clients and community a true understanding of the disadvantages of an unplanned retirement and the costly mistakes that could arise from lack of preparation and attention to detail.

As Developer of a proprietary process, Comprehensive Wealth Planning & Secure Financial Solutions, Matt utilizes this straightforward approach for assessing the impact of any major financial decisions, most specifically in the areas of income, tax and risk exposure. With this information, he can successfully counsel on strategy, and develop a comprehensive financial and estate plan. His areas of expertise include retirement planning, investment planning, tax analysis, estate and legacy planning, Medicaid planning, purchase evaluations, income planning, 401k rollover and retirement account distribution planning. Matt utilizes his capability, coupled with his commitment to his clients to help bring financial freedom. His end goal is to free his clients from financial worry enabling them to spend time doing the things that bring them the most satisfaction.

Education and Background
Matt received his Bachelor of Arts Degree from The University of Memphis where he studied finance and psychology. He has completed post baccalaureate work in areas of finance and estate planning and continues to improve his knowledge base with additional training throughout each year. Matt has been a featured guest expert on financial planning for retirees on News Channel 3 Live at Nine. He is a licensed insurance professional, holds a series 65 and is a investment advisor representative with Brookstone Capital Management, LLC

Personal
A lifelong resident of the Memphis area, Matt was raised in the Cordova area before settling in Collierville with his wife Brandie and daughter Addison Savannah. They also have 2 rescue dogs, Samson and Delilah.


 

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.