Comprehensive Wealth Planning
& Secure Financial Solutions

With our proprietary process, Comprehensive Wealth Planning & Secure Financial Solutions, we utilize a holistic, straightforward approach for assessing the impact of any major financial decisions, most specifically in the areas of income, investment structuring, tax and risk exposure. With this information, we can successfully counsel on strategy, and develop a comprehensive financial and estate plan. We believe that our process coupled with our capability and commitment to our clients helps to bring financial freedom. Our end goal is to free our clients from financial worry enabling them to spend time doing the things that bring them the most satisfaction.

Financial & Investment Planning

Learn how we can optimize your retirement savings and develop a risk approriate portfolio. Learn More…

Asset Protection Planning

As you know, there are different scenarios in life that can happen at any time. Within a brief period, your nest egg that you’ve worked so hard to save could be wiped out by a long term catastrophic illness, a lawsuit, creditor claims, market volatility or other event.  Learn More…

Retirement (401K) IRA Rollover Strategies

Often your largest tax liability, we evaluate your options for tax-free rollover or tax-mitigated distribution strategies. Learn More…

Retirement Income and Cash Flow Management

We can work with you to chart income projections and develop a plan to optimize account distributions while eliminating shortfalls. Buckets of income can then be optimized for certain needs over different time periods and market cycles. Learn More…

Portfolio and Income Tax Planning

It is imperative to understand that financial, legal and tax affairs can be closely intertwined. We can implement an initial and ongoing evaluation of your income tax return to uncover any pitfalls or savings opportunities. Our process can help to ensure that you are taking advantage of all opportunities to reduce your annual tax liability. Learn More…

Estate Distribution Planning

Strategies that help you structure a meaningful distribution of your assets in a manner that you desire. Learn More…

Legacy Planning and Planned Giving

We can assist you in developing a legacy for your family (or charities) that supports your value system in a positive and meaningful way. Learn More…

Elder Care and Medicaid Planning

Proactive financial and legal Medicaid Planning strategies may potentially allow you to protect as much as possible and allowable under the law even if you are already in a nursing home. Learn More…

Veterans Benefits

While it is commonly known that certain benefits are available for the brave men and women who served in our armed forces, many veterans (and their families) are unaware that they could be eligible for a wide range of benefits through the United States Department of Veterans Affairs even if they did not directly retire from the military or suffer injuries in the line of duty. Learn More…

At Provident, we have the universe of financial vehicles in our tool belt to help our clients achieve their financial goals. We are a full service Retirement and financial planning firm. We offer professional portfolio management, financial consulting and insurance services and products. Call us at 901-853-5507 to schedule your review.

 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.