We take our role as wealth planner seriously. Envision Wealth Planning was born out of a desire to deliver clients the best tools to help them reach their life goals. The founder, James Brewer was unhappy with environments that got in the way of client service – environments that focused on proprietary products and sales techniques that limited access to the best investment platforms. He knew that a wealth planner would understand a client’s goals, create a plan to help them reach it, and help them build it by collaborating with their other professionals, CPA, estate planning attorney, etc.
A wealth planner provides advice. Professions like doctors charge for their advice. They don’t do surgery just to be paid. We don’t believe that commission-based compensation aligns our interests with yours. If your goal is to increase retirement income, do you care how we do it? If the best path is Social Security planning and tax planning, we believe that you would want to pay us a fee for that knowledge.
While some advisors say they include a plan in their advisory fees, we believe in the transparency of charging clients separately for financial life planning and investment management.
We firmly believe that our clients are best-served by having us leverage the minds of a variety of specialists in financial planning, insurance, investments, etc. We have established and continue to seek out new partners to better deliver on our mission. This use of outsourced providers helps us focus on your needs and not on how to keep a large number of employees working.
Case Studies and White Papers
The following case studies will give you a good sense of the kind of situations we work with, how we approach them and the results clients have seen. Please note that these case studies are for information purposes only and do not constitute financial advice. Individual circumstances can differ and it is therefore vital to seek independent financial advice before embarking on a course of action.
Do I have enough money? A pre-retiree that came looking for a second opinion on whether he should take an early retirement
Architect Businesswoman Plans for Retirement. A small business owner planning for their eventual retirement and how to leverage the savings advantages of a combination 401(k) profit sharing plan through a custom savings design.