Products & Services

Initial Services: Lomanto Provost Financial Advisors will follow the CFP Board’s Financial Planning Process. Initial services include: Understanding your personal and financial circumstances. In the first step in the process, think of us as reporters working to discover the whole story. We will ask...

15% of the world’s population is living with a disability. Our founder Hannah received her Chartered Special Needs Consultant (ChSNC®) designation from the American College of Financial Services so that she could serve these individuals and their families What is disability planning? It's financial...