Provident Financial Planning

10/06/2026

Provident Financial Planning was named a Top Wealth Manager by D Magazine again in 2026.
Visit our website for an initial phone call to discuss your strategy.

To our clients: thank you for the trust you place in Provident Financial Planning. We’re grateful to serve you and your families.

04/17/2026

Honored to speak at the JLL Real Estate Conference in Chicago.
🤯 Most people don’t know that they can turn physical investment real estate into a liquid REIT, receive monthly income while still avoiding taxes on the sale of the original property. I’d love to teach you how!
🙏 Grateful to the JLL IPT CEO, Allan Swaringen & team for the invitation.

02/05/2026

Dinner tonight with Cathie Wood talking SaaS crash, Anthropic, PE, Trump & Bitcoin and ARK Venture Fund.

02/03/2025

We’re greatful to the Foundation and for allowing our to speak to a great group of folks about Social Security.

11/11/2024

Let’s build your estate plan today! Simple Will and trust planning can be done for under $1,000. Don’t delay.

11/03/2024

Still own Series-I US Savings Bonds? Let’s make a plan & discuss tax strategy for your exit. (888) PLAN-234

10/25/2024

🏆 Named Top Wealth Managers 2024 by D Magazine!
🥇 Looking for a new advisor? Call us 888-PLAN-234
⭐️ www.ProvidentFinancialPlanning.com

10/10/2024

‼️ In September, inflation ticked up by 0.2%, bringing the annual rate to 2.4%. 💸

09/18/2024

We proudly serve and support the work of the Provident Widows & Orphans Foundation. Please consider giving this North Texas Giving Day!

North Texas Giving Day is this week!

You can donate now to invest in the life of a young widow and her children by giving to Provident Widows & Orphans Foundation.
https://www.northtexasgivingday.org/organization/Provident-Widows-And-Orphans-Foundation?mode=edit

09/06/2024

Join us in Early Giving for North Texas Giving Day! Click the link below to invest in the life of a young widow and her children by giving to Provident Widows & Orphans Foundation. https://www.northtexasgivingday.org/organization/Provident-Widows-And-Orphans-Foundation?mode=edit