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Proverbs Financial and Insurance Services
Damen Pradovic

2201 E Camelback Rd #400, Phoenix, AZ 85016, United States

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About the company

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I chose this industry as I feel it is everyones duty to learn the rules of money or know someone you can rely on to help you understand the rules of money. Growing up in poverty for the entirety of my childhood years built a strong consciousness to not allow the same situations to impact my legacy or repeat itself for my family and loved ones. To have the support of Proverbs Financial at not only your side but my own is the exact reason why I am partnered with such a strong infrastructure. I have found at times many individuals are solely focused on pushing policies and providing coverage to anyone and everyone which can only end up hurting families in the long run. That is why I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. We aren’t getting any younger, lets work together to make sure those financial dreams start becoming financial realities.

Services

Brokerage Investing

  • Invest into Stocks, Bonds, Mutual Funds, ETF’s
  • You want initial help picking the right investments and right accounts to hold your investments but don’t need ongoing advice after set up.
  • Non-Qualified Account– Invest as much or as little in any given year & can withdrawal at any given time     
  • College/Minor Accounts– 529 plans, Coverdell plans, UTMA, UGMA
  • Retirement Accounts – IRA, ROTH IRA   

Advisory Investing

  • Invest Into Stocks, Bonds, Mutual Funds, ETF’s
  • You want to lean on a professional wealth manager to pick the right investments and right accounts that align with your goals and want access to ongoing advice and service from a fiduciary.
  • Non-Qualified Account-Invest as much or as little in any given year & can withdrawal at any given time
  • Retirement Accounts– IRA, Roth IRA’s

Personal Insurance

  • Planning for the unexpected is a key ingredient to maintain financial stability.
  • Life Insurance
  • Term life, Whole life, Universal Life
  • Disability Income Insurance
  • Protect your paycheck if you lose the ability to earn due to a sickness or injury that doesn’t permit you to work.

Business Benefits

Health insurance\

  • -Group Life Insurance
  • – Group Disability Income Insurance
  • -Buy-Sell Life & Disability Insurance
  • – Key Person Life & Disability Income Insurance
  • – Company Sponsored Retirement plans– SEP IRA, SIMPLE IRA, 401(k) plans

Get Organized Take Control

  • $79/month which includes
  • – Gathering Inventory (to help confirm what you have)
  • – Organize Data (your financial world in one place to help make clear and informed decisions)
  • – Personal Balance Sheet (assesses your current financial condition and your potential for growing your net worth)
  • – Cash Flow Planning (optimizing your cash flow can supercharge savings, accelerate debt reduction and make sure you have money for goals, lifestyle and unexpected events)
  • – Financial Professional (access to an industry professional to help you along the way and provide feedback and insights on opportunities and potential pitfalls that you may be to busy to keep up to date with)

Get Organized Take Control Plus

  • $150/month which includes
  • – Everything from Get Organized Take Control
  • – Enhanced Support (Required for business owners, executives, or have advanced estates)
  • – “Snap to” Feature (makes it easy to assemble and retrieve your data today and save for future reference for things such as applying for a loan, FAFSA etc.)
  • – Multi Assets and Entities (increased help to organize people with many types of assets and entities)

Enterprise Planning

  • For growing businesses, established businesses or advanced estates who have complex financial circumstances and want help with understanding, coordinating and/or executing advanced strategies. For specifics on packages below please schedule an intro call.
  • – Performance Valuation Plans ($1,875/yr)
  • – Performance Valuation + Sufficiency ($2,500/yr)
  • – Performance Insights ($3,750/yr)
  • – Essentials ($5,000/yr)
  • – Advanced ($10,000/yr)

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