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.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The earlier you start pursuing financial goals, the better your outcome may be.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This checklist can give you a quick snapshot of how prepared you are.
Do your insurance needs stay the same when the nest empties?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you explored all your options when it comes to managing your taxable income?