We are thrilled to welcome Troy Darrock, AAMS ®, CRPC ® to our team here at Providence Wealth Planning. Troy is a great family man, a leader, and a fantastic financial advisor. With our partnership, we plan to help Troy scale and provide more resources to add to his existing and future clients’ successes.
Troy started his financial planning career with Edward Jones back in 2017. He joined LPL Financial in 2021 and now remains within LPL in joining Providence.
The addition of Troy allows us to expand into a new territory, as we are opening a new branch in San Diego’s Mission Valley. With Troy’s help, we will reach more households and help change many
An amusing and whimsical look at behavioral finance best practices for investors.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.
At what point can you call a personal vehicle commercial?
Military families face unique challenges, making personal finance even more critical.
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
A change in your mindset during retirement may drive changes to your portfolio.
Protection. We’re obsessed with it these days.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Taking your Social Security benefits at the right time may help maximize your benefit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Even low inflation rates can pose a threat to investment returns.