About Matthew Hoffman – President of Provident Legacy LLC & Provident Legacy Wealth Management LLC
Matthew is President of Provident Legacy Financial.He is passionate about helping others achieve their life goals. His personal mission is “to live the life I was created for, help as many people as I can, and die an old man with a smile on my face.”
Matthew brings a wealth of experience to Provident Legacy. He has founded multiple finance businesses focused on delivering financial freedom strategies, was the COO of a national manufacturing company, and national account sales representative for a Fortune 500 company.
He has a B.A in Economics with a Finance Concentration from Carleton College.
Provident Legacy Financial exists to bring freedom and peace of mind to high-net worth individuals and business owners. Our focus is on income tax reduction, zero-estate tax planning, asset protection and charitable giving. As specialists in these areas, we use a team approach working with CPA’s and attorneys with various specialties.
As political winds that shifted towards penalizing hard-working families with higher taxes and tax cuts which was scheduled to expire at the end of 2012, our services have been growing in demand more than ever.
In general, we can cut the income tax bill by 50% for the majority of our clients and totally eliminate estate taxes. After addressing your biggest expense, taxes, we work with you to set up a secure, predictable stream of income in retirement years, while protecting your assets from lawsuits, liens and judgements. This income is immune to stock market losses, inflation or interest rate fluctuations.
With the peace of mind of a secure, lifetime income we focus on helping you make a significant difference in the lives of others by establishing legacies for your family and/or favorite charities.
Provident Legacy Financial regularly hosts training seminars for CPA’s and attorneys to teach them specialized techniques in working with high-net worth clients.
If you are ready to move towards drastically cutting your tax bill and securing a tax-free income, please feel free to call us at 704-787-1580 or email us.
We strive to offer integrity, professionalism and world-class service to each of our valued clients.
About Nathan Tarrant – Owner of TransfS
Hi, my name is Nathan and thanks for visiting this site.
The purpose of this site is to be informative with all matters concerning your financial well being. My aim is to provide you with the latest up to date information concerning financial services and products; what is happening concerning performance etc, along with insights and guidance concerning investment options to help you make the right choice for you.
A little bit about me:
My background has been in finance and coaching/consulting. I was CEO and President of a financial brokerage firm in the early 2000’s. We specialized in mortgage’s, investments, life assurance, and pensions. I have also owned property and estate management companies. I’ve worked with small business owners as a coach helping them improve their operational and financial strategies, with them increasing their month on month revenue by over 230% in many cases.
In 2008, I moved to Switzerland where I advised directors of Fortune 500 companies and delegates of the UN on their financial investments and wealth management, after the financial crash of that year.
I now spend my time working with companies in Europe and the US, helping them to obtain strategic growth for the long term.
As financial security, retirement planning and wealth management are becoming increasingly more important, I started this site because there is a lot of information out there on these issues and it can be difficult to cut through all the jargon and get a grip on what is what at times.
I want to make sure I provide the very best in information; that’s why I’ve included a disclaimer below. So if you at all think there is anything I’ve said that is wrong or out of date, then please feel free to contact me directly.
Thanks for visiting and I hope you find it beneficial.