Financial Planning
In a fiduciary capacity, it’s our responsibility to take a comprehensive look at your financial picture. Our advisors will build your financial plan from the ground up, working to connect every room into one, cohesive financial plan. We’ll take a look at your big picture goals for retirement, buying a home, or preparing a legacy for your children, as well as your day-to-day spending, saving strategies, and budgeting needs.
1029 Monarch Street, Suite#150 Lexington, KY 40513
Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA and WA and are licensed to offer investment products in CA, CO, FL, GA, IN, IL, KY, MI, OH, OR, PA, WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor. Tax and/or legal advice is not offered by Envisage Wealth Advisors. Please consult with your tax professional for additional guidance regarding tax-related matters.
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