Our Services

Business, Family & Individual Strategies:

We serve businesses, families and individuals in all areas of financial management, including, but not limited too:

Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Benefits for Business Owners and employees
Strategies for business owners to personally get the most out of their businesses while helping them attract and retain qualified employees through benefit packages.
Tax management
Looking for ways to help reduce your current and future tax burden.

Estate planning strategies
Addressing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Potentially reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.
Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Envision Strategic Financial, LLC 732-326-4908 www.envisionsf.biz

Envision Strategic Financial, LLC