Looking for a wealth advisor that actually helps you reach your financial goals? Let us take the guesswork out of investing and build a streamlined approach designed to protect and grow your wealth.
At Envisage Wealth Advisors, we know that the key to successful wealth management starts with a deep understanding of your financial goals. Give us a call today to create a customized financial and investing plan designed to protect your assets and grow your wealth for lasting financial success.
Knowing your appetite for risk is the first step in helping develop an investment plan that’s right for you. Get your risk score today!
Depending on your unique needs, we provide wealth management services which can be scaled up or down to fit your situation. Wealth management can be key to your long-term financial success, and similar to financial planning, it contains many elements. Wealth management includes risk management, investment management, estate planning and wealth distribution, tax planning, cash flow management, real estate and more. Nearly all parts of your financial life can be included in the wealth management services we offer.
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.
Your job is to know what your paycheck is on the last day of work, and ours is to help you figure out what it will be on your first day of retirement. In fact, moving into retirement is one of the biggest life transitions you may ever experience. As the days get closer, we want to be sure you’re getting excited about this milestone—not anxious about your future finances. While there’s still plenty of time to prepare, we’ll develop a comprehensive retirement plan that addresses your future income needs, investment strategies, tax implications, and more. Leave the planning up to us, you have a retirement party to enjoy.
Did you know that your taxes are likely one of your biggest expenses year after year? That’s why we believe incorporating them into a comprehensive financial or retirement plan is incredibly important. Throughout our planning stages and on an ongoing basis, we’ll look for tax-advantaged opportunities that can help you reduce your tax obligations come every April 15th.
If you have retirement savings with a former employer, we can help you explore your options. There are four main options to consider- leave the money in your former employer’s plan (if permitted), roll the funds into your new employer’s group retirement plan (if the plan accepts rollovers), roll the money into an IRA, or cash out the account. If you’re approaching retirement, we’ll work with you to review all your existing retirement assets and help you develop a comprehensive retirement income plan, considering your available options, tax implications, and whether rollovers could help you retain more spendable income in retirement. If you’re age 59½ or older, some 401(k) plans allow for what’s known as “in-service distributions”—giving you the opportunity to roll over a portion of your funds into another account while you’re still working, if it aligns with your overall strategy.
Despite your best efforts, bad things happen. Our team of wealth advisors and insurance specialists can help forecast, analyze, and evaluate areas of risk, and the ways that an unforeseen life event could leave you vulnerable. Our goal is to help you feel confident in whatever life throws your way – it may rain, but we want you to have an umbrella. We work with you to provide protection through life, disability, long-term care, and other risk management solutions.
You and your family have worked hard to accumulate your wealth. When it comes time to start taking money out of your investment and retirement accounts you need a plan to make sure you navigate these efficiently. Do you need help creating your estate plan? Do your parents need advice on their estate plan? We can assist you in these matters and choices to help you achieve your tax-advantaged wealth transfer goals.
A retirement plan–like a 401(k), SEP or SIMPLE–set up through your business allows you to accumulate and save for your own retirement in a tax-advantaged manner, even if you are self-employed. If you have employees, retirement plans may offer tax savings to your business while helping you attract and retain qualified employees. We can help you set up a plan that may suit your business structure and goals and/or manage your existing plan.
Let’s chat to learn a little bit about you and your reason for seeking our financial planning guidance
We’ll take the time to talk through your current needs and future plans as we develop goals to guide the financial planning process
Finding financial freedom is an ongoing process and we’re here to help support you along the way.
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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.
