Core Competencies
A multi-dimensional financial services company. Providence Partners serves the needs of independent insurance, financial and employee benefit professionals.
Risk Management
The team at Providence Partners serves other business professionals like Property & Casualty Agencies, Registered Investment Advisors, Community Banks, and Benefit Brokers to assist in their client's risk management planning. Whether an individual or business owner client, this planning includes income replacement protection, planning for extended health care costs, family needs, generational transfers of wealth, and estate planning.
Access to Specialists
At Providence Partners, we provide access to industry specialists. This access gives financial professionals the confidence that their client's planning will be executed with due diligence, care and in their best interest. Our team can confidently point you and your client in the right direction in the areas of:
- Business Succession Planning
- Business Owner Planning
- Employee Benefits
- Family & Household Protection
- Estate Planning
- Planning for Income Protection - Disability Solutions
- Planning for a Long-Term Care Solutions
Why having access to a TEAM of specialists is important?
Having access to specialists can help financial professionals serve their clients better and create additional revenue streams through the unique and professional application of insurance-based solutions. We truly partner with professionals to provide synergy and efficiency that can benefit all parties involved.
Business Succession Planning for Advisors – at Providence Partners we work with advisors who are seeking a business succession plan for their own business. We have a team of experienced advisors with multiple specialties that can bring peace of mind to these professionals as they ponder these concerns.
Bring Leverage & Scale to Solo Practitioners – at Providence Partners we can help a solo practitioner further their knowledge to bring a fresh perspective in planning and assist them in developing relationships with accounts that may be unattainable to an individual working alone.
Andy Martin, CLU, ChFC
Andy entered the financial services industry immediately upon graduating with honors from Birmingham-Southern College. He spent 32 years at First Protective as a sales manager and leading personal producer until being promoted to President. He served as President for 19 years and under his leadership, First Protective led Protective Life, and ProEquities in sales for 19 consecutive years. First Protective was recognized as the largest financial services marketing firm in the south when he took early retirement. Read More
Our Team
Andy Martin
Butch Franklin
Todd Russell
Jay Stubbs
Sharon Smith
Vicki Miller
John M. Hurry
Keith Scott
Chris Harris
