ProVision

Wealth Strategy U is ProVision's online financial education resource.

A Different View of Money
ProVision is a new kind of CPA firm for successful entrepreneurs, professionals and investors. Tom's goal is to help clients quickly reach their goals for building wealth and personal freedom.

ProVision provides integrated services on three fronts: Wealth strategies, tax services and business consulting.

From this broad spectrum of expertise, clients select the services that meet their needs. And all clients benefit from a holistic approach to wealth creation.

The Missing Link
Local CPAs deliver a professional tax filing service. They have nothing to offer for positive wealth creation - it simply isn't their focus.

Only the "Big 4" accounting firms offer a menu of services comparable to ProVision's. But they are focused on large corporate accounts, while individual clients tend be cared for by the most junior staff.

ProVision is the missing link, delivering a creative, team approach to wealth creation for the high-net-worth individual.

Focus On Freedom
Three principles make ProVision different.

1 - Working with your total financial picture, not just tax.
2 - Using an approach to tax that is proactive and strategic, not reactive and routine.
3 - Empowering clients with personal strategies and practical financial education

There is also a difference in attitude you discover as soon as you begin to work with us. Experience has taught ProVision that clients can accelerate their financial progress much faster than conventional wisdom allows. ProVision has evolved unique strategies for building net worth through a combination of leveraged investment and sophisticated tax management.

As Tom likes to put it: "Your financial freedom is closer than you think."

A Team Approach
As a ProVision client, you will be served by a highly disciplined, dedicated team of experts. They set you free to do what you do best.

ProVision's people are selected for the passion they have to create success for clients, and they are all intensely trained in the ProVision methodologies. You will be struck by the responsive, personal service you receive. Even more, you will notice that ProVision is always thinking ahead of the curve, anticipating your needs and the hurdles that might arise.

It's this proactive, strategic outlook that provides the foundation for success.

Comprehensive Services
ProVision CPAs are strategists with their feet on the ground. They not only help you create your master plan, they help you implement it. For example, their strategic tax programs require a sophistication in the tax filing process that no comparable firm can offer.

The Power of Knowledge
When it comes to wealth, what you create is a function of what you know. That's why Tom and ProVision place so much emphasis on financial education.