You’ve worked hard to get here. A high income, a growing portfolio, and the discipline to max out your 401(k) every year. By most measures, you’re doing everything right. But here’s a question worth…
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Envision Wealth Planners Earns Best of BusinessRate 2025
Maitland, FL – Envision Wealth Planners has been named a Best of BusinessRate 2025 award recipient. The recognition is based on publicly available client reviews and satisfaction data, identifying businesses that consistently earn strong…
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Sean Gerlin, CFP® CPWA® ChFC® CLU®, Receives Wealthtender Voice of the Client Award
FOR IMMEDIATE RELEASE Maitland, FL – January 21, 2026 — Sean Gerlin, CFP® CPWA® ChFC® CLU®, founder of Envision Wealth Planners, has been awarded the 2025 Wealthtender Voice of the Client Highly Rated Advisor…
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Maxed Out Your Workplace 401(k)? Use Your LLC to Save More
You already take full advantage of your employer’s retirement plan, whether that’s a 401(k) or 403(b). But as a high earner looking to save diligently for retirement, it doesn’t take long to reach the…
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Q&A: Should I Include Private Equity and Credit in My 401(k)?
Private equity, credit, infrastructure, real assets, and other private investments have long been inaccessible for most average investors. In fact, for decades, these alternatives have been largely reserved for institutions and ultra-high-net-worth investors. But…
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How Private Investments Are Reshaping Retirement for High‑Income Earners
Market volatility has a way of testing even the most well-structured retirement plans. When equities swing and bonds fall short, what once felt like a balanced portfolio can suddenly look vulnerable. High-income earners who’ve…
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How to Support Aging Parents Without Derailing Your Retirement
You’re working hard, saving for retirement, and maybe even helping your kids launch—but now your parents need help, too. For many couples in their forties and fifties, the financial squeeze is real. It’s a…
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How to Retire Early: A Guide for High Earners
What if you didn’t have to wait until 65 to step away from work? For high earners juggling a successful career with a desire for more personal freedom, the idea of early retirement isn’t…
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As a Commercial Real Estate Broker, Are You Ignoring Your Retirement Plan?
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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Client Profile: How We Helped a Commercial Real Estate Executive Retire Early
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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