Pro-vi$ion Advisors Group (PVAG) is an independent wealth management firm dedicated to providing highly personalized service and sound financial principles. Our mission is to help each of our clients utilize their resources to their fullest capacity. We provide each client, customized solutions, creating a lasting partnership that extends to future generations. While we offer a "boutique" style to our financial solutions, we believe the Pro-vi$ion Legacy Planning approach allows greatest opportunity for comprehensive financial success and peace of mind.
We believe:
- A written financial “flight plan” enhances the probability of financial success.
- A written “financial flight plan” provides opportunity to check for progress and adjust the “flight” as necessary.
- Holistic planning along the entire wealth management spectrum enhances overall emotional wellbeing and minimizes financial risk.
- For most individuals, their emotions will override logic when it comes to investment decisions.
- Most individuals have unrealistic ideas about how much it will take to become financially independent.
- Alternative investment strategies add long term value to a portfolio strategy.
