Products & Services
Our professionals will personally guide you through the entire process of self-directing your retirement funds.
Provident Group specifically provides the following services to our clients:
- Assistance with opening your self-directed retirement account; including account establishment, account transfers, and direction of your investment.
- Process contributions and distributions.
- Supervise the transfer of funds.
- Preparation of special purpose entities for IRA investment, if necessary (Provident Group uses licensed tax attorneys to help with the formation of your entity).
- Provide compliance in regards to the complex rules and regulations for your IRA.
- Handle all records and filings for your IRA or IRA LLC.
- Provide annual statements--mailed or e-mailed directly to you. You may request a special statement at anytime by contacting your customer service representative. You may also view your accounts, transactions and statements on our web site at "View Your Account."
- Record-keeping services.
