We use a disciplined approach which centers on the 11 Wealth Management issues that have shown to be important to our clients:
- Qualified Retirement Plan, IRA, or 401k
- Business Succession Plan
- Gifting to Children/Descendants
- Charitable Gifting During Life
- Titling of Assets
- Distribution Plan at Death to Spouse/Descendants
- Charitable Inclinations at Death
Envision® –Defining Tomorrow Today
The Envision process can help bring new clarity to your life goals and enhance your confidence in your ability to achieve them. Combining goal-based advice with sophisticated statistical modeling, the Envision process creates an effective, easy-to-understand method for you to prioritize and help achieve important life goals. Even better, it can keep you apprised of that most critical of financial questions, How am I doing?”. Through the Envision process we can track your progress, decide on an appropriate investment strategy, and re-sync – or rethink – your approach when ever necessary
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 overtime.
ENVISION METHODOLOGY: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between.
Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management, LLC. © 2006-2016 Wealthcare Capital Management, LLC. Wealthcare Capital Management, LLC is a separate entity and not directly affiliated with Wells Fargo Advisors, LLC.