Envision Planning, LLC 212 South Grove Street, Hendersonville, NC 28792
About the Business
Envision Planning, LLC is a finance institution located at 212 South Grove Street in Hendersonville, North Carolina, United States. We specialize in creating programs and portfolios to help our clients meet their long-term financial goals. Whether you have questions about investments, taxes, retirement, or estate planning, our team of credentialed professionals is here to assist you. As fee-only financial planners and fiduciaries, we always prioritize our clients' interests above all else.
Lenward Wesley Jones III, Managing Member of Envision, holds a Bachelor of Science in Business Administration and is a Certified Public Accountant (CPA). He also obtained a CHARTERED FINANCIAL CONSULTANT (ChFC®) designation from The American College of Financial Services. Karen G. Jones, Member of Envision and office manager, earned a Bachelor of Science in Elementary Education and specializes in planning, organization, and administration.
At Envision, we believe in building trust and integrity with our clients. We start by clarifying our fee structure and analyzing your goals to recommend an investment strategy tailored to your risk tolerance. Our financial plans cover areas such as education funding, retirement planning, estate planning, and insurance needs. We recommend meeting annually to review your plans and make adjustments as needed.
Our ChFC® professionals have a deep understanding of financial planning, including risk management, income tax strategies, retirement planning, investment strategies, estate planning, and more. As fee-only advisors, we do not sell products or earn commissions. We are an independent Registered Investment Advisor with access to exclusive funds through Charles Schwab, our chosen custodian for client accounts.
Whether you are just starting out or looking to fine-tune your financial goals, Envision Planning, LLC is here to help. Contact us today to begin your journey towards financial success.
Photos
Location & Phone number
212 S Grove St Suite A, Hendersonville, NC 28792, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"In my experience, Wesley was very professional, true to his word and competent. I respect his advice, and I intend to ask for it again in the future."
"All of my experiences while working with Wesley at Envision have been completely professional. He is very knowledgeable and explains the current state of my investments while advising me about changes that are aligned with my retirement goals and easily understandable. Being genuinely eager to help everyone with all types of investment opportunities is one of his best attributes."
"Very easy to work with and transparent. Is knowledgeable, trustworthy and good at responding quickly. He has worked on our taxes for 2 years now and has been very prompt and precise. I Would recommend Wesley Jones to friends and family."
"I highly recommend Envision Planning. Wesley will carefully listen to your concerns about investments and retirement planning. He will also thoroughly explain all the options available for you. If you want someone who is trustworthy, knows the market, and has your best interests, choose Envision Planning."
"Wesley Jones is very knowledgeable in his field of financial planning and tax preparation, and has many years of accounting experience. Even more importantly, he is trustworthy as a man of high moral character, serving with integrity and honesty. We are grateful to have him as a partner in our financial planning and stewardship of the resources God gives us, both personally and for our non-profit ministry."
List of local businesses, places and services in North Carolina
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos