Take your vision to the next level and live the life you want! We can help get you there.
We can help you in two ways, through financial planning or investment management.
EnvisionVest is not an app, but we have all the tools online to help manage your goals. Oh, and we will talk to you and be available through phone calls, email, webinars and our office if you live near us.
How would you feel if you were better organized and could see the big picture more clearly?
We are affordable and accessible. We offer flexible terms for financial planning and help you monitor your goals on an ongoing basis.
Our investments portfolios are unique and sophisticated, in which they have high quality mutual funds and ETF's or stocks that are carefully screened. Maybe, you have a concern about the type of investments, like ESG's, that short for Environment, Social and Governance, we have those too! We have no minimums to start an investment account. So you could actually open an account today.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The item most homeowners forget on their home improvement project checklist is insurance.
There are things about Social Security that might surprise you.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Don't let procrastination keep you from pursuing your financial dreams and goals.
It's important to make sure your retirement strategy anticipates health-care expenses.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.