My goal is that every client leaves my office with renewed financial confidence. Through meaningful conversation, I work with clients to prioritize long-term objectives and to maximize the efficiency of their investment portfolios. My focus is to develop a plan for the rest of their working years and through retirement. This plan includes investment management, retirement income planning, social security maximization, tax analysis, and insurance planning.
The market is never guaranteed and every generation has different priorities. As money passes from one generation to the next, investments should be reviewed to ensure they are appropriate to address the needs of the current owner.
nVision Wealth works with one goal in mind: give clients financial confidence by providing clarity and actionable steps toward financial independence. Confidence comes from knowing that you are taking the correct steps toward your goals and protecting your family from unknown pitfalls that could arise.
We provide a holistic approach that includes financial planning, investment management, insurance planning, and estate planning. With our structure as an independent firm, we have access to numerous tools to assist in creating and implementing a financial analysis that fits your goals.
|No. of Employees:||10-19|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||KS|
|Number of Years with Current Firm:||10|
|Work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning|
|Investment Types:||Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Bonds, Options & Futures, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Video Conference, Email, Your Office, Our Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Life, Variable Annuity, Long Term Care, Variable Life, Annuity|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets, Hourly, Commissions|
|Business Management||Kansas State University
- Manhattan, KS
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
Certified Employee Benefits Specialist(CEBS), CEBS®, CFP®, NSSA®, AEP®, CPFA, AIF®
FINANCIAL BENEFITS, INC
33 Years of ExperienceView Profile