envision planning, llc
Financial planning for all seasons of life
envision planning, llc
Financial planning for all seasons of life
Financial planning for all seasons of life
Financial planning for all seasons of life
We help create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. We are fee-only financial planners and a fiduciary, which means we will always put our client's interests ahead of our own.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Choosing a financial planner is an important decision in your life. Envision Financial Planning can provide you with guidance over your lifetime. Trust & Integrity are at the core of everything we do at Envision.
Lenward Wesley Jones III, Managing Member of Envision, is dedicated to serving and advising Clients and helping them meet their goals. Mr. Jones earned a Bachelor of Science in Business Administration from Appalachian State University in 1992. Additionally, Mr. Jones received his Certified Public Accountant (CPA) certification. Mr. Jones also earned a CHARTERED FINANCIAL CONSULTANT (ChFC®) designation from The American College of Financial Services in 2022.
Karen G. Jones, Member of Envision and office manager, is dedicated to serving and advising Clients and helping them meet their goals. Mrs. Jones specializes in planning, organization, and administration. Mrs. Jones earned a Bachelor of Science in Elementary Education (K-6) from Appalachian State University in 1991.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement, estate and tax planning, as well as insurance needs.
You should meet with annually us to review your plans or before any major life transitions.
The ChFC® professional is prepared with the essentials of financial planning, including insurance, income taxation, retirement planning, investments, and estate planning, Study areas include behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for clients in diverse communities, financial planning for divorce, and more.
ChFC® credential holders have an in-depth knowledge in:
• The financial planning process, including the role and responsibilities of a financial consultant
• Risk management strategies, including mitigating the risks associated with insurance, human capital, liability, property, and wealth management
• Income tax strategies, including planning for deductions, tax credits, capital gains and losses, taxation of life insurance, annuities, and partnerships, LLCs, corporations, and proprietorships
• Retirement planning strategies, including choosing between and working with SEPs, SIMPLEs, IRAs, Roth IRAs, 403(b), and nonqualified deferred compensation plans
• Investment strategies, including issues pertaining to return computations, diversification, securities markets, tax issues, portfolio management, and ethical practice
• Estate and gift-tax planning strategies • Personal financial planning strategies
• Specialized strategies, including aiding divorcees and blended families, financial planning for families with special needs, serving non-traditional families, addressing the unique challenges associated with modern retirement income portfolios, and applying behavioral finance strategies as a chartered financial consultant.
We are fee-only, meaning our compensation comes directly from our clients. We do not sell any products and we do not make any commissions.
We are an independent Registered Investment Advisor and we have access to funds that retail investors wouldn’t have access to on their own. We have selected to use Charles Schwab as the custodian for our client’s accounts. Clients receive a consolidated monthly report that includes updated information on all of their investments directly from Charles Schwab.
It is never too early to get started on your financial and investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
212 South Grove Street, Suite A, Hendersonville, North Carolina 28792
Monday - Friday: 9am - 5pm
Saturday: By appointment
Envision Planning, LLC
Copyright © 2023 Envision Planning, LLC - All Rights Reserved.
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