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.
Learn MoreIndependent
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn MoreTeamwork
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Learn MoreEnvision 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 envision.wealth@lpl.com to schedule a no-cost no-obligation meeting to discuss your financial goals and objectives.
Helpful Content
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
View all articles 
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
The Business Cycle
How will you weather the ups and downs of the business cycle?
Surprises
Making the most of surprises is a great reason to work with us.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.