Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Through advice only with no product sales (no commissions), I help people/families navigate their financial path so that they can achieve their life goals of owning a home, funding their children's education, retiring on their terms, owning a business, or whatever the goal may be. In helping my clients reach their goals, I also help them reduce risk and make tax efficient choices. No one should pay more taxes than they are legally required to. I founded Envisage Wealth Planners under the premise that large institutions for years have been providing too little value for the fees they charge and frequently provide incentives to their commissioned salespeople (financial advisors) to sell products that are not in the best interests of their clients. There is a better way and I provide that service for my clients.