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The Envision Advantage Second Opinion Our Team Approach Learn About Our Investment Philosophy

Discover The Envision Difference

Our unique process and extraordinary service focus on your personal needs.  We help you gain a clear understanding of your resources and a sense of security so you can worry less and enjoy life more. 

We are best suited to help:

  1. Plan for your retirement income to increase over time.
  2. Maximize the value of giving or receiving your inheritance
  3. Lower your investment costs and potentially increase returns

Meet Our Team

Envision clients experience additional services beyond the typical financial advisor. Examples include:

  • Comprehensive approach- Our process covers retirement, investment, insurance, tax reduction strategies and estate planning.  Unlike many "financial advisors" we don't just focus on your insurance or investment portfolio.
  • Price Transparency-  You will know exactly how much our services cost and the value you will receive.
  • Efficiency- We make your financial affairs  more understandable and save you time.
  • Local team with national resources- Our affiliation with Lincoln Financial Advisors provides you with the best of both worlds:  A local team who understands your needs, combined with the resources of a nationwide independent financial planning firm with our over 1,400 advisors.
  • Coordinated advice- We will work with your attorney and accountant to provide you with a personalized approach.  
  • Technology- Our website and mobile app report your organized financial life on one page that includes your real estate, investment, cash, insurance and business positions. Hundreds of reports, charts and tables are  available with the push of a button.
  • Digital vault- You can safely store and easily access your important documents wherever and whenever you want.
  • Monthly e-newsletter- The latest trends and analyses filtered and delivered to you.
  • Education Library- Discover help videos and hundreds of documents that answer financial planning and investment questions in plain english

Our Three Areas of Focus

Retirement Income

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? 

Find Out If You Are On Track

Inheritance Planning

Are you 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?


Let Us Guide You

Lower Cost Investment Management

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?  

Partner With Us

3 Reasons Why Our Clients Love Us


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.  

Learn more


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. 

Envision Advantage Process


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.

Learn more

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.

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