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We at Proverbs Financial believe in Pro-Verbs meaning Pro Actions towards a better financial future. The reality is that we live busy lives, and it could feel overwhelming to not only get the information needed to make good financial decisions but also to take action with that information. Our services focus on making things easy for you to choose on what help you need, whether its just a specific topic or full financial planning at your unique life stage we have options that keep things simple, transparent and easy for you.

Insurance Planning

Insurance Planning

  • Life Insurance
  • Disability Insurance
  • Health Insurance
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Investment Planning

Investment Planning

  • Retirement Accounts (IRA, ROTH IRA)
  • Education/Minor Accounts (529 Plans, UTMA)
  • Non-Qualified Investment Accounts
  • Advisory/Managed Accounts
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Fee-Based Planning

Fee-Based Planning

  • Foundation Package* $50/Mo
  • Evolution Package* $125/Mo
  • Coordination Package* $250/Mo
  • Enterprise Package* (Fee varies)


*Fee Based Plans are offered by a licensed financial planning professional through Park Avenue Securities.

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