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.Learn More
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
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 (661) 481-0831 or via e-mail at firstname.lastname@example.org to schedule a no-cost no-obligation meeting to discuss your financial goals and objectives.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Read this overview to learn how financial advisors are compensated.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Probate can be a completely public process, or it can be managed to include as little information as possible.
What’s the deal with your yearly free credit report?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here are five facts about Social Security that might surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.