At EmVision Capital Advisors, we provide a variety of services that help complete your entire financial life. Keep in mind, we do not provide any type of estate/tax services but seek to point you in the right direction with an appropriate professional that suits your situation.
* You are under no obligation to use the services of any of the 3rd party entity suggested, and may choose any qualified professional to provide professional services (Tax, CPA, Legal, Mortgage, etc.). 3rd party entities and their services are not affiliated with Commonwealth Financial Network nor EmVision Capital Advisors.
We do provide financial plans for a fee. We follow the financial planning process which allows us to go in depth on your financial life. These plans provide a road map that may help reach your financial goals and needs. The fee for the plan is dependent on the complexity and amount of time spent on it. This will be discussed during the first few meetings.
* This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax/legal advisor.
Comprehensive financial planning involves a very detailed review and analysis of all facets of your financial life. These include areas like cash flow analysis, retirement planning, college planning, risk management, investment management, tax management, and estate planning. The plans can also include complex life issues that are different than your average individual. You will receive a booklet that outlines all information and calculations discussed in the planning meeting. This will be your “road map” for the goals laid out in our earlier meetings. This type of planning allows individuals to see the entire picture at once and can act according to levels of importance.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Copyright © 2024 EmVision Capital Advisors. All rights reserved.
