Do investment #fiduciary advisers always meet your best interests? In reality, it's a little more complicated than asking: "Are you a fiduciary?” Here's why: ow.ly/f32b50L9zGo #financialplanning #investments #financialgoals #financialadvisors #investmentplanning

About Envision Wealth Planning #SustainableInvesting We use several sources to screen companies for sustainable #investing: YourStake, As You Sow, and Morningstar, Inc. Sustainability Ratings. The wisest approach to getting it right for our clients. Learn more: ow.ly/IuJh50Lcyio

Do you want to #invest in funds that include your #faith or concerns about #climatechange /#sustainability? Or ways to support pro-#women companies? Your #financialplan should reflect YOU and your #values! Here's why: ow.ly/OmhG50LeSRI #financialadvisor #impactinvesting

Get recharged with a new #investmentreturns recipe! It starts with a plan to reach a goal that stipulates the investment returns that you NEED. Read > ow.ly/41jE50LfZXe #financialadvisor #investing #impactinvesting #investmentmanagement #financialfreedom #retirementplan

Envision (k)vesting™ is a more personalized #401k #investing approach. Our screens can also help integrate values like #womensempowerment, #climatechange #fossilfuels free investments, etc., into any #401kplan. Get more info here: ow.ly/JowI50Li25l #impactinvesting

Our Envision Justice Series™ Core Portfolios produce risk-adjusted #returns + best #assetallocation strategies from the largest #mutual funds companies representing #impactinvesting asset allocation models across six risk profiles. 💡Learn more: ow.ly/5L0u50Ljtu9 #esg

#Investing sustainably: 1. Determine a risk-return trade-off; consider an #investment path. 2. What's important to you? If it's things like #environment, tobacco, human trafficking, animal welfare, etc., your path is likely #sustainableinvesting. Read: ow.ly/lsbW50LkACk

Our clients make money by incorporating personal values like #womensempowerment, #racialjustice, in an #investmentplan. I call the process “risk-adjusted, return-enhanced, values-integrated portfolios (R.A.R.E. V.I.P™). Learn more > ow.ly/51kr50Lm5Ap #financialadvisor

Get to know Envision (k)vesting™ - a personalized #401k #investing approach. When you authorize us on your 401k administrator’s website, we research available #investment options, including those that integrate your #values. Read on: ow.ly/gHLQ50Lnmu4 #financialadvisor

Could you inadvertently harm #women’s #equity with your #investingstrategy? Envision Justice Series Portfolios™ screen for #womensempowerment + more. Read on! > ow.ly/tU5U50LqcIW Is your #portfolio aligned with your values? Get a free analysis -> ow.ly/Y11250LqcKC

Why choose "customized #401k #investing advice" or a “one-size-fits-some-people” plan? Because most 401k plans are too oversimplified to meet the needs of many! Envision Wealth Planning customized 401k investment advice fits ALL unique situations. Learn more: ow.ly/sK3q50Lrau2

Recently, I've had a few client conversations on the potential tax saving benefits #roth conversion. I incorporated a few them in this Forbes.com article. lnkd.in/gXbWsp2K

forbes.com/sites/jbrewer/… #Roth conversions can be a great way to control your #tax bill.

Even if you don’t own a business, the Roth savings opportunities apply if you have access to a Roth 401(k) or Roth 403(b). lnkd.in/gGJUDprn

James Brewer will be providing insights on evaluating financial advisors during this March 16th webinar. Do you know who regulates your financial advisor? lnkd.in/gYukaaV6

Happy to see my alma mater quantifying my experience. That said, all funds and direct indexing saying they are ESG aren’t equal. It took me much time and interviews to curate the #investments in my Envision Justice Series Portfolios. #esginvesting #esg lnkd.in/gj4xVzZd

Life keeps moving and so do we at Envision Wealth Planning Inc. Trimester 2 is here and it's time to check on your tax refunds and investments! Connect with us for a discovery meeting and learn more about our subscription based financial plans! #tax #pla…lnkd.in/gfhf-kV6

We can help with college debt. Follow us for updates on the legislation and possible ways to decrease your student loan payments. #studentloans #help #financialplanning #payments lnkd.in/dmF5NB75

Thank you, Christopher Tipper 🇺🇸 for making a guest appearance on our webinar this month! We love partnering with Hunter Benefits here at Envision Wealth Planning. lnkd.in/dxuK3HVz

We want you to have the resources you need to pay your student loans. Here are some common pitfalls for paying student loans. For more information like this, check out our webinar on July 27th! Link for webinar in comments. #webi…lnkd.in/gWJ4fqiG lnkd.in/gA-dSf5Y