We focus on helping our clients transition into retirement and preparing them for any life changing events.
Our unique process combines investment management with comprehensive financial planning. The result is a clear understanding of your resources and a sense of security so you can worry less and enjoy life more.
Envision clients experience additional services beyond the typical financial advisor. Examples include:
Our most important job: understand your thoughts and feelings about wealth. We want to know how you acquired your wealth, how you use it and your plans for the future.
As your life changes, we will be there to help you confront major short and long-term planning decisions. Our broad experience allows us to adapt our services to your changing needs.
In addition, our Envision Advantage process delivers a clear understanding of the path you are on and what changes need to be made.
The digital world is a noisy place. What information can you trust? What should you ignore?
At Envision, we filter and deliver the resources relevant to you. We know clients appreciate a financial professional who watches out for their interests and makes sense of an increasingly complex world.
Would you like additional income to provide for your family and can last a lifetime?
Are you concerned about running out of money and wish to spend more on enjoying life?
Do you know how to increase your income without taking on too much risk?
Are you going through a divorce, inheriting wealth or experiencing a tragedy in your life that changes everything?
Do you need help as you navigate this difficult time?
Are you working with a team of advisors that understand you and speak in plain language?
Are you paying 1% or more in fees and are questioning if this is fair?
Are you aware of the hidden costs associated with your investments that may reduce your overall return?
Is your portfolio designed to help you reach your goals while minimizing unecessary risk?
Call us at (757) 777-3121 for a "second opinion" meeting. We may be able to reduce your taxes and fees in your investments. We also look for gaps in your planning-which could result in significant savings. There is no cost, obligation, or pressure for this second opinion of your current planning.