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
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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."
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Estimate how much home may fit within your budget based on income and expenses.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.