EnVia Financial: Comprehensive Financial Planning Services

Depending on the complexity of a client’s financial situation, we offer the following two financial planning services to help you pursue your goals:

Understand your financial options, including how to determine your distribution of wealth. Review how to set goals, properly plan for retirement, and what costly mistakes to avoid. Invest in yourself for a more confident financial future.

Teaches individuals and business owners how to be their own banker and create their own savings and protection plan through permanent life insurance*. You earn the interest on your own money rather than the bank.

*Strategies described herein are made possible by the use of policy loans against the cash value of the policy. Policy loans reduce the death benefit of a contract in the amount that is outstanding and may include interest as well. Employing a strategy utilizing policy loans has the potential to be classified as a MEC (Modified Endowment Contract) which poses additional consequences.