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Caring

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.

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Independent

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Teamwork

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Envision Wealth Management

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

We are in the business of helping our clients work through all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively can be one of the most important considerations in your overall financial results.

We can help you define your long-term investment objectives and build a personalized investment portfolio designed to work towards them. We recognize the importance of getting to know you, your financial needs, your financial goals and your lifestyle.

Our approach can help you invest conservatively, reduce your exposure to taxes, manage your insurance needs and provide a plan designed to successfully transfer your wealth to your children and grandchildren.

If this method of pursuing your financial needs sounds appealing, we invite you to contact us at (818) 508-5008 or via e-mail at envision.wealth@lpl.com to schedule a no-cost no-obligation meeting to discuss your financial goals and objectives.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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