The Provision staff work as a team to accomplish your retirement goals. We assist clients in multiple states and would be honored to serve you.
Casey Short – Retirement Planner
Little Elm, Texas | 888-509-8205
Casey serves North Texas, from Dallas to the Oklahoma border. As the President of Provision Retirement, he’s passionate about helping his clients retire well. His focus is creating plans that protect assets, maximize social security, and provide lifetime income.
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Tony Rizzo – Retirement Planner
Keller, Texas | 817-908-7890
Tony serves from Fort Worth toward Decatur and Wichita Falls, TX. Tony is devoted to serving his clients and is ready to create a plan for you that best meets your family’s needs.
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Randy McDaniel – Retirement Planner
OKC, Oklahoma | 405-410-6056
Randy serves from OKC to Tulsa and parts of MO and AR. An amazing retirement planner, Randy can customize a plan for you. Contact Randy and he can answer your questions.
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Jay Beerley – Retirement Planner
Savannah, TX | 214-305-3233
Jay serves in North Texas focusing on the Metroplex. Jay is also a pastor and has a heart for serving people in their retirement planning. Contact Jay and he can answer your questions.
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Brad Bertrand – Retirement Planner
OKC, Oklahoma | 405-703-3800
Brad serves central Oklahoma, spanning from OKC to the Texas border. With nearly 25 years of experience, he specializes in developing retirement and income plans for those approaching retirement or already retired.
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Learn More About Our Free
Retirement Planning Services
How We Serve
Our four-step process meets specific needs of our clients. Once we understand your unique situation, we build you a custom retirement plan and help you put it into action. Get More Information.
The Provision Team
Team members of Provision are located in Texas and Oklahoma, and serve in a multitude of states. We meet with clients at 5 different locations, also in homes, and also on Skype. Click to Learn More.
Free Services
We offer complimentary services, including social security maximization, retirement plans, and others. Each service addresses a specific retirement or investing concern. Go Here to Discover How.