Provident Wealth Management, Inc. (PWM) has been providing individualized financial planning advice to individual and corporate clients from our home office in Erie, Pa. for over 25 years.
Although many individuals and financial planners do a very good job of planning and saving for those golden years, many people’s financial future can still be at risk due to unforeseen circumstances such as a change in health status or early admission to a nursing home. These and other events can result in unexpected financial loss and unnecessary hardship for individuals and their loved ones. Realizing these risks are ever present, our professional staff also includes an affiliated, but independent, attorney offering legal services in the areas of wills, trusts, comprehensive estate planning and eldercare planning. We welcome the opportunity to show you why we may be your first choice for your retirement planning and estate planning needs.
PWM is advisor to corporate retirement plans including 401(k), SIMPLE IRA, SEP, Profit Sharing and Money Purchase Plans. We have been helping employers and their employees plan for their retirement by focusing on what really matters: Price, Performance, Service and Innovation.
For our corporate clients, PWM’s research and development efforts has led to an extremely effective employee education program that is yet, another industry innovation. We have long realized that proper attitudes and behaviors are key to empowering plan participants to save for their retirement. We have developed, and are continuously refining our own proprietary educational materials, methods and publications for maximum behavioral impact. We have also raised the bar on participant-directed services by offering each participant, at no extra cost, an individualized retirement plan – adding value for both the participant and employer for years to come. We value each and every plan participant and strive to provide the best retirement program possible, all at competitive pricing. Our clients include both manufacturing and service corporations. Please contact us for more details about our innovative educational programs and retirement plan solutions.
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Provident Wealth Managment