Business Description

Theodore J. Provenza, Certified Estate Planner at The Provenza Group has assembled a team of independent professionals to help you coordinate your financial planning together with your tax and legal needs. These independent professionals include a CPA and an Estate Planning Attorney. Mr. Provenza can evaluate and analyze your investment and insurance needs and the other professionals can help assess your tax and legal needs. After assessing your needs, they can help you formulate a plan.
Since 1988 The Provenza Group has used a two-fold approach to investing. First, Mr. Provenza focuses on informing you about estate planning and helps you determine which issues are important to you. Secondly, he coordinates with an Estate Planning Attorney to discuss your legal estate planning needs. He may also coordinate with a CPA regarding your specific tax situation. Mr. Provenza's strategy is to utilize a personal team approach with competent, client-oriented, independent professionals who can advise, then help implement the client's decisions.

Securities and Investment Advisory Services offered through ING Financial Partners, Inc. Member SIPC.
The Provenza Group is not a subsidiary of, nor controlled by, ING Financial Partners. Neither The Provenza Group nor ING Financial Partners give specific legal or tax advice.

Prepared By:

Theodore Provenza

Most Recent Update:

07/21/2008

Frequently Asked Questions

Q.	Do you have a customer satisfaction or refund policy?

Do you have a customer satisfaction or refund policy?

We do not move forward with a prospective client unless they are more than satisfied with the retirement plan we propose to implement.