ENVISION FINANCIAL PLANNING

Invest in your future with Envision Financial Planning, a dedicated team of financial experts based in Memphis, Tennessee... As far as our investment philosophy, we believe that it is "time in the market" versus "timing" the market that determines investment success. This means after carefully understanding your goals, resources, life stage and near term expected life transitions, that we will determine a mix of different types of stocks (Large/Small/US/International), bonds (debt of companies and governments, including tax-free municipal bonds where appropriate), and money market funds to meet your needs. Generally speaking, this will include cash reserves, income producing securities and growth oriented investments... Our investment philosophy is shaped by the investment research put forth by Dimensional Fund Advisors. The foundation of our approach is to focus on what we and you can control. If you work with us, you'll hear this a lot. We pay careful attention to taxes (especially..

Primary location: Memphis United States