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FREE SERVICES FROM PROVIZR

We understand that life is full of change that can affect your financial future.  We are committed to provide clients with our take on many issues that may come up in like - all completely free of charge!

 Are you looking for advice on setting up your initial investments? We can give you personalized advice. Looking to see where your investment strategy stands? We offer a number of self-guided tools to help you navigate your financial strategies. Are you hoping to set up your own business someday? We did the same and we are happy to give you our thoughts on small business financial management - all of this at no obligation and no charge.

SETTING UP YOUR PORTFOLIO

Our advisors will work with you to understand your goals, find your ideal

risk level, and search out the best funds to use.

BUYING A HOME

Should you rent or buy a home? We'll provide a clear picture on the financial impact of purchasing property.

FAMILY ILLNESS

 A lot can change financially if health care issues arise. We can help you be prepared.

CHARITABLE GIVING

We can advise on creating a strong path to give back to your community.

TAX QUESTIONS

Are you leaving potential deductions on the table? Make sure you are getting the most from your planning this tax season with help from Provizr.

STARTING A BUSINESS

As small business owners ourselves, we can give you honest information on getting your dream up and running.

INSURANCE

There are lots of options when it comes to insurance - we can help you make sense of your choices.

SAVING FOR COLLEGE

 We will help set up a 529 plan, custodial accounts and more to

make sure your dependents are

set for the future.

What we offer:

Let Provizr help get you on the right path towards your goals. 

Connect today to get your financial questions answered! 

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Provizr, LLC is a registered investment adviser in the State of Michigan and separate entity from Fidelity & TIAA. The advisers may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Provizr free downloadable guides are designed with University employees in mind.  These free guides will help you better understand your university retirement TIAA and Fidelity 403b accounts, and how to set up your investment portfolios to help reach your retirement goals.  Our guides are designed to help  everyone from university employees who want questions answered about their Fidelity or TIAA retirement account investment portfolios, to those university employees who want to try a do it yourself system of setting up their own retirement investment portfolios.  Our newest guide, Investing 101 for University Employees, was developed specifically to help out University of Michigan employees with their TIAA and Fidelity 403b retirement investment accounts.  If you have any questions feel free to reach out to us in the contact section, or stop by - We are local to Ann Arbor, Michigan but can help University of Michigan Employees anywhere across the country! 

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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誩 2023 Provizr, LLC

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