Providence Wealth Planning

(951) 465-6400
news@planwithprovidence.com

We believe that like a cross-country trip, a solid financial plan requires a roadmap. There will be speedbumps, pit stops, fast lanes, and times when we just need to pull over and take a picture. What we’re here to do is find out where you’ve been, where your compass is pointing, and where your ultimate destination is. Working together, we will guide you down the highways and byways towards your chosen financial destinations. At Providence Wealth Planning, we strive to provide exceptional advice to folks who take their finances, their families, and their goals seriously. Our clients are everyday people looking for organization, education, and forward-thinking. They are teachers, CEO’s, engineers, police officers, doctors, lawyers, accountants, flight attendants and executives.

Founded by Mark Massey (CLU, ChFC), who has over twenty years of experience guiding his clients towards their goals, Providence Wealth Planning is driven to lead Americans towards their goals through sound financial, estate and tax planning. Mark and his staff believe in the principles of being good financial stewards,saving and planning for contingencies, building wealth for the future, and then passing wealth efficiently to future generations. For many, their finances lack a sense of direction. My coworker told me to invest in this, my tax person set up an IRA for me, butI’m not sure what it’s invested in. We set up a will back in ’99, but I don’t think we’ve had it looked at in a while. Sound familiar?