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Suggestions for new visitors....

1. Browse the website to determine whether the services offered by Envisioning Financial can assist in meeting your goals

2. Watch the brief video on the left for insight into my background and approach to financial planning

3. Review the Financial Planning Association's List of 10 Questions to Ask When Choosing a Financial Planner

4. Explore the links below to learn more about the primary services we offer, Retirement Planning and Investment Management

5. Contact me for an introductory meeting to address any additional questions

Our Approach to Investment Management

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Our Approach to Retirement Planning

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

515 North Green Street, Suite 401 Brownsburg, Indiana 46112

We are registered to sell Securities in the following state(s): Indiana, Ohio, Oklahoma, Texas, Florida, Alabama, Georgia, Missouri

We are licensed to sell Insurance in the following state(s): Indiana, Ohio, Texas, Alabama

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