
D.R.E.A.M. Approach to Financial Planning
Goals-based financial planning is focused on you. We believe in the power of measuring progress towards specific goals that you define. By establishing needs versus wants, and setting specific time horizons, we are better able to plan more efficiently to pursue your desired outcomes. At every stage we offer you the assurance that we will continually monitor your plan, and your portfolios, to ensure they remain on track to your objectives.
At HPK Provident Advisors, our goal is simple: reduce the stress and complexity surrounding finances and investing. That’s why we’ve developed our D.R.E.A.M. approach to financial planning.
D : Discover where you are currently, where you want to be, and how to get you there.
R : Reduce stress. Money and financial planning often times involve many questions, and even more answers to those questions, which cause unnecessary stress. Knowledge is power, so we focusing on educating you and simplifying complex topics.
E : Expectations. Setting expectations early, for us and you, further helps to alleviate stress and uncertainty in the financial planning process.
A : Action Steps. By creating an actionable checklist of what needs to be done by each party, the planning process not only comes to life, it creates a tangible plan for us to follow, review, and optimize as needed.
M : Move Forward: With all of the elements in place, your financial plan can now be put in motion towards you acheiving your goals.
Our Services
We believe that your success is you achieving your long-term goals. These could include building a nest egg for retirement, college planning, wealth transfer or exploring options to generate more income for reasons all your own. And if those goals get off track, you can count on our team to help you get them back in focus.

INDIVIDUAL
Financial Planning
Retirement Planning
Social Security Maximization
Tax Minimization Strategies
Wealth Management
Estate Planning
Insurance
IRA Rollover Education
College Planning

BUSINESS
Individual 401(k)s
SEP IRAs
SIMPLEs
Buy Sell Agreements
Continuation Planning
Profit Sharing Plans
Contact us to learn more about how our strategic financial planning process can help you work toward your objectives. We look forward to speaking with you.
charper@hpkprovident.com | (724) 463-1331