Blog

Is hiring a financial advisor worth it? As a current client, you know firsthand that hiring a financial advisor can be an intimidating prospect. But you also understand what a beneficial relationship you can have…
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You know your children have a lot to learn. But out of all the things you want to teach your kids (like kindness, respect, responsibility, a solid work ethic…), financial literacy should be near the…
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While money may not buy happiness, there’s no denying it can give you more opportunities. Maybe you want to increase your charitable contributions or focus on socially responsible investing. No matter the goal, you can…
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As a commercial real estate broker, you likely enjoy certain perks, such as high earning potential and being your own boss. Like most of our clients, you probably want to retire earlier than is typical,…
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Have you ever thought about the legacy you will leave? While your legacy can mean many things, in the financial planning world, this refers to the assets and wealth you will transfer to the next…
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At Envision Wealth Partners, we serve as a personal CFO for successful families and commercial real estate executives and brokers. Just as every successful corporation has a Chief Financial Officer operating in the background, successful…
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Many will say that the best way to handle a market downturn is to reign in your spending, hunker down, and wait it out. While that advice is effective in the right time and context,…
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When most people think of investments, they think stocks and bonds. But there is a whole world of investments out there beyond the conventional asset classes. As a commercial real estate broker, you have some…
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At Envision Wealth Planners, our goal is to help our clients retire and enjoy their golden years the way they want to. As hardworking commercial real estate executives, our clients often come to us with a…
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As a self-employed individual or successful business owner, you’ve got a lot on your plate. Thinking about the nuances of retirement accounts probably isn’t the first thing on your mind. Regardless of how well your…
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