Provisions Wealth Planners

pro·vi·sion /pre’viZHen/ The act or process of procuring or providing with PROfessional VISION

pro·vi·sion /pre’viZHen/ The act or process of procuring or providing with PROfessional VISION

Mission: pro·vi·sion /pre’viZHen/ The act or process of procuring or providing with PROfessional VISION

We had lovely Christmas caroling surprise from our friends at the Red Lion Hotel Paper Valley & Appleton International Airport ! They did a fabulous job! Thanks for the treats! #ChristmasCheer

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[07/09/19]   Listen in! Eric D. Hall, AIF®, our Executive Vice President will discuss some recent headlines that influenced June’s stock prices. He will also provide some perspective on what these developments may mean in the months ahead.
#stock #developments #june #Junemarkets #economicnews #economicoutlook

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Challenge Academy Flight Event & Timber Rattlers Game

On May 13th, via two Black Hawk helicopters, we took a crew of staff, clients, COIs and friends to visit the Wisconsin Challenge Academy and tour their grounds, have lunch and share life stories with the cadets, as well as, learn more about their program and mentoring opportunities. Our flight back, we met up with the cadets as they marched across the Wisconsin Timber Rattlers Stadium field before our national anthem. Overall, it was a great event and we are looking forward to the opportunities in mentoring future cadets and the new relationships it will bring.

On May 13th, via two Black Hawk helicopters, we took a crew of staff, clients, COIs and friends to visit the Wisconsin Challenge Academy and tour their grounds, have lunch and share life stories with the cadets, as well as, learn more about their program and mentoring opportunities. Our flight back, we met up with the cadets as they marched across the Wisconsin Timber Rattlers Stadium field before our national anthem. Overall, it was a great event and we are looking forward to the opportunities in mentoring future cadets and the new relationships it will bring.

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Sexual Assault Crisis Center-Fox Cities

This week is National Crime Victims' Rights Week and we encourage you to take the pledge of believing and supporting sexual assault survivors. You can help us to end the silence. April 7 - 13 visit the Calumet County Court House to take the pledge.

Provisions Wealth Planners

We are growing and we need your help!
Our candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required. Receptionist, part-time (30 hours a week).

Apply today!

March 2019 - Educational Market & Economic Update with Eric Hall, AIF®

Here we go! The kick off video to our monthly Educational Market & Economic videos! Featuring Eric D. Hall, AIF®, our Executive Vice President.

#education #economics #markets #ProvisionsWealthPlanners #economicupdates #educationalvideos

Finally, we give thanks to the last veteran on our Provisions team.

Eric Hall, Executive Vice President and Wealth Advisor, served for 8 years in the US Army Reserve. During his time as a Specialist, he deployed to Iraq for Operation Enduring Freedom/OP Iraqui Freedom.

The most impactful lessons Eric took away from his service was the realization that we are much more capable than we may think we are. Additionally, to successfully accomplish any mission in life requires teamwork.

We hope you all had a happy and safe Veterans Day! As we reflect on the many freedoms we are grateful to have in this country, we reserve time to honor those who have defended the United States.

Scott Wauters, a financial advisor here at Provisions, served for 6 years in the Army Reserve as a Sergeant. Serving one deployment in the Middle East, as well as spending time in Kuwait and Iraq in 2003, Scott has served this country selflessly since he was 17 years old.

One of the most meaningful lessons Scott learned during his time as a Sergeant was how to truly selflessly serve others, as well as the importance of being prepared.

Scott's message to veterans, and active duty military:

"The members I served with in my unit have always been like a second family to me. Other veterans and active duty members are like an extension of that family. It is our goal see they are being taken care of."

Just a reminder for you on Monday......
#MondayMotivation

greenbaypressgazette.com

Experts discuss shoring up finances while the economy is strong

"To approach investments and retirement as a long-term proposition: there are going to be ups and downs. I tend to tell people to not worry so much about that and get much more in tune with ‘What is the money meant to be used for?’” he said. “If you have a better grasp on that, then the 'When do you invest or how do you invest,' becomes easier.” - Paul Hoffman, Corporate Strategist at Provisions Wealth Planners Keep Reading his interview with the Green Bay Press-Gazette --> http://ht.ly/xfVo30mvibF

greenbaypressgazette.com The economy is cooking along, but sooner or later times will get tight and a trio of experts discuss ways to thrive while times are good.

🎃 Happy Halloween 🎃 from Provisions Wealth Planners & Advisors' Pride!
Marty Curtis, Paul Hoffman, Ryan Geschke, Mike Kitzman, Eric Hall, Nancy Parker, Tricia Hoffman, Andrew Hoffman, Samantha Blaine, Jessica Dontje, Chris Hoffman, Gaby Lara, Jill Batley

Thanks to you, our generous supporters, I won!!! We raised the most money and brought home the Community Engagement Award!! Thank you to all who helped support me in this endeavor and raise money for an awesome cause - Sexual Assault Crisis Center-Fox Cities. Thank you to my friends and family that traveled from near and far to support me at the Shall We Dance event. Thank you Nicholas Plante and everyone at Fred Astaire Dance Studios Appleton. It was a terrific experience and truly appreciate everything you did to help prepare me for this event. Thank you to everyone at Provisions Wealth Planners that helped with the fundraising and marketing of our fundraising effort. I couldn’t have done it without you! - Marty Curtis

youtube.com

Shall We Dance 2018 - Marty Curtis

Have you watched our CEO's, Marty Curtis', Shall We Dance interview??? 💃🕺 She is rockin' it!!
The big #ShallWeDance event hosted by the Sexual Assault Crisis Center-Fox Cities is tomorrow! Tune in 🎥 LIVE 🎬 tomorrow at 7:30pm HERE --> https://www.sacc-foxcities.org/livestream/

Join us at Fred Astaire Dance Studios Appleton on Friday, October 19th at 7:30PM!

$10 at the door goes 100% to Sexual Assault Crisis Center-Fox Cities! Three of our community dancers for the Sexual Assault Crisis-Center's Shall We Dance event will be dancing! 💃🕺

There will be food and drinks available as well as silent auction items. Hope to see you there! - Marty Curtis

Marty Curtis - Shall We Dance

Check out Marty's interview video with for the Sexual Assault Crisis Center's event, Shall We Dance! She is rockin' it! http://ht.ly/kc0c30lZeA5

ht.ly Marty Curtis Provisions Wealth Planners Meet Marty As the President and CEO of Advisors’ Pride, DBA Provisions Wealth Planners, Marty has the distinct pleasure to work with the employees of the firm in delivering client focused wealth planning practices that strive to deliver clients’ goals and ...

Provisions Wealth Planners

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Happy City Hall Selfie Day from our team at Provisions Wealth Planners!!
Chris, Marty, Eric, Jill, Jessica, Samantha, Ryan, Paul and Appleton Police Department! #CityHallSelfieDay #Appleton #Wisconsin

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2018 Financial Times Top 300 Registered Investment Advisors

2018 Financial Times Top 300 Registered Investment Advisors

Provisions Wealth Planners and Advisors' Pride are pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.

The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

www.advisorspride.com/awards/

https://www.ft.com/content/a07f2b38-4d54-11e8-97e4-13afc22d86d4

[08/09/18]   Mistrial plays tonight in the Houdini Plaza at 5:30pm! Stop in (Appleton Center, Suite 304) an hour before the show starts and have a drink or two with us! 🍻🥂

youtube.com

LPL Research Midyear Outlook 2018: The Plot Thickens

LPL Financial has a dedicated research team to bring you these very insightful videos. Check out the 2018 Midyear Outlook and how "The Plot Thickens"! 📊 🤔

LPL Research Midyear Outlook 2018: The Plot Thickens Tracking # 1-751156 (Exp. 07/19)

JOIN US tonight before the Mile of Music's Houdini Plaza stage headliner from 4:30 - 6pm for networking and beverages of all sorts!!
Ps... Look for the banners in the windows the rest of the week supporting Marty Curtis in her efforts and participation in the Sexual Assault Crisis Center-Fox Cities' Shall We Dance Benefit in October!! **Donate to VOTE!** #VOTEMARTY #SACCFC #ShallWeDance2018

Marty & Sue at their sponsored hole for the Heart Start Charity Golf Outing at the Royal St. Patricks Golf Links!

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indeedjobs.com

Careers at Provisions Wealth Planners

We are hiring for a full-time, enthusiastic and personable receptionist! Please share with your friends and family and help get the word out! Apply Here ->

indeedjobs.com Find your next great career opportunity at Provisions Wealth Planners

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provisionswealthplanners.com

Planning Process

Personalities. They are all different! Some are similar, but there are always those few things that always sets them apart. Just like a comprehensive financial plan 📊 - Everyone's needs are different. We customize and tailor your plan to fit your future and needs. These steps were design to help you meet your future needs... or wants! 😀 🚗 🏝️ 🛥️ -> www.provisionswealthplanners.com/planning-process

provisionswealthplanners.com Financial Planners in Appleton, WI. Financial Planners and Wealth Advisors that serve as your advocate and guide, helping you pursue the life goals that are most important to you. Retirement Planners in Appleton, WI. Investment Management in Appleton, WI. Financial Guidance in Appleton, WI. Wealth A...

Thanks again Fox Cities Sign & Lighting Services, LLC!! They look awesome and we have had so many compliments!! 5 Star service as well!! 😎

Take a look at Provisions Wealth Planners new exterior and interior signage!!

Provisions Wealth Planners's cover photo

Thank you Heart of the Valley Chamber of Commerce for a spectacular night! Also, thank you to our guests, clients, friends and family for attending and supporting our Provisions Wealth Planners/Advisors' Pride team!! 🤗
Quick reminder - every Thursday before the concert series in the Houdini Plaza, our doors will be open!! Come on up and check out our new digs, mingle and have a couple drinks and snacks before heading down to the plaza!

See you all next week!! 😁🥂🍻

Congratulations on your new location, Provisions Wealth Planners! "At Provisions, our motto is servicing our clients first. Our goal is to provide you with everything you need – and nothing you don’t – as you pursue your personal financial goals and independence."

postcrescent.com

50 things to do this summer in Wisconsin

Don't be bored this summer - check out these 50 things to do in Wisconsin! Most of which are right in our backyards! http://ht.ly/ZDpZ30kkR53

postcrescent.com From music festivals, sporting events and fireworks to community parties based around food, we’ve tried to make sense of it all.

Congratulation Andrew!! Currently an Administrative Assistant in our office, he just graduated from UW Oshkosh with a Bachelors Degree in Finance!

How To Get To Provisions Tour With Eric Hall

We received some feedback that our office is a little hard to find. So our Executive VP, Eric Hall, is going to take you on a quick tour on how to find our office downtown Appleton, parking options (we will vaildate your parking!), and how to get to our office suite from the Houdini Plaza.

provisionswealthplanners.com

Our History

DID YOU KNOW...
As a firm, we have been around for nearly 40 years!?
To this day, we still have a wonderful group of clients that have been with us since inception in 1979!

Check out more of our history stats as firm from then till now!
www.provisionswealthplanners.com/our-history

#ProvisionsHistory
#ProvisionsGoesSocial

provisionswealthplanners.com

Remembering all of the Men & Women that sacrificed their lives for our freedom. #USA #MemorialDay 🇺🇲️

Provisions Wealth Planners's cover photo

Our #TeamProvisions group photo (minus a few) for last weekends #SoleBurner! Thank you for all who participated and/or donated! We had a blast!
Ps. Hey Team! Please tag anyone that has not been tagged! :)

Thank you American Cancer Society and the American Cancer Society Sole Burner 5K Run/Walk For hosting and putting this event together! Your workers did a fantastic job!

Provisions Wealth Planners

Our Story

Our Focus is on Building Meaningful and Lasting Relationships We’re more than financial advisors – we serve as your advocate and guide, helping you to pursue the life goals that are most important to you. We work hard to build a strong personal relationship with you and your family, based on mutual trust. You can depend on us to provide objective advice and independent, professional guidance that helps you gain confidence in your financial future.

Our Innovative Team Approach Places Your Best Interests First Within the financial planning industry, we believe our team approach is effective, so you can rest assured we have your best interests in mind. Our planners represent a wide range of financial disciplines and assist all clients in response to their specific needs. We work with a broad spectrum of clients across all income and investment levels and strive to provide exceptional service to each person we serve.

Our Core Values Center Around Serving Your Needs The value we provide is measured by the impact we have on the people we serve. People are the source of our strength. We are committed to innovation, education and personal growth. We give more than we take, and we support our local communities. Our Independence is Your Advantage

At Provisions Wealth Planners, we believe that personal finance should be just that – personal. Strategies for the challenges you face should reflect your goals, values and needs – not someone else’s. Yet, determining where to find the personalized guidance you seek and who to trust to provide the advice that best meets your needs is more difficult than ever. That’s because: Some financial planning firms encourage clients to purchase a full written plan before offering advice. [In some cases, we believe you don't need to purchase a full comprehensive financial plan. The clients situation will dictate the need and level of planning necessary.]

Some advisors are under pressure to recommend proprietary investment products that may not always be the best strategy for your needs. [We don’t offer any proprietary products.]

Some financial service firms often drive clients to an impersonal call center and representatives who don’t know you and may not be equipped to address your complex needs. [We focus on getting to know you on a personal level as we seek to deliver service that exceeds your expectations.]

This is where Provisions Wealth Planners can make a real difference for individuals, families and business owners seeking wealth planning services tailored to their specific needs:

At Provisions Wealth Planners, our goal is to provide you with everything you need – and nothing you don’t – as you pursue your personal definition of financial independence.

The consultants of Provisions Wealth Planner are affiliated with LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with objective research and a comprehensive array of tools, resources and technology. As an independent firm with no proprietary products to sell, we are able to offer you objective financial guidance and professional investment recommendations.

*As reported by Financial Planning magazine, June 1996–2019 based on revenue.

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Videos (show all)

March 2019 - Educational Market & Economic Update with Eric Hall, AIF®
How To Get To Provisions Tour With Eric Hall
Your Goals Come First
Sandwich Generation
Power of Affiliation
Financial Planning Overview

Location

Telephone

Address


100 W. Lawrence St., Ste. 304
Appleton, WI
54911

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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Thanks for joining me on Facebook! I hope you join the conversation. As always, contact me directly if you have specific financial questions.

Kevin Gustafson Kevin Gustafson
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Kevin Gustafson has over 27 years of experience in the financial industry. We pride ourselves in top notch technology, customer service and Wealth management focused to create a portfolio that fits your individual needs.