The Envision Process

"After 35 years, and many market cycles, as a Financial Advisor, I have come to passionately believe that in order to obtain a sense of financial security we each need to have a plan. That plan, whether simple or detailed, is best built on each individual's goals, resources and risk tolerance."
–Peter D. Prentis, CFP®

 

Helping Client Stay on Track

 

We understand that life can be complex, and its experiences can change your life in the blink of an eye. We provide guidance by using tools and resources to help you manage your financial needs as you move from one life event to the next, including a unique investment planning process.

Our Envision process creates an effective, easy-to-understand method for you to prioritize and achieve important life goals. Ultimately, the Envision process helps you live the one life you have the best way you can, without undue financial sacrifice or overexposure to risk.

Additional information about the Envision Process and how it works can be found here: Envision® Brochure Link

The Envision Process

IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker –dealers and non-bank affiliates of Wells Fargo & Company.
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