Investment Planning Made Easy
Combining goals-based guidance with investment, Wells Fargo Advisors’ Envision Process is an effective, easy-to-understand process for helping you achieve your most important goals.
At Magellan Financial, our objective is always to allow you to live the one life you have to live in the best way possible, without undue compromise to your current or future lifestyle, and without taking unnecessary investment risk.
The Envision® process allows you to continually monitor and test your progress throughout your life, always answering that key question: “How am I doing?”
With the Envision® process, our team is ready to bring new clarity to your life goals and enhance your confidence in achieving them.
Unlike investment planning, the Envision® process does not include a detailed analysis of insurance, real estate investment or savings strategies. It also does not cover estate and tax planning.
Interested in our Investment Planning Services? Contact our team of Financial Advisors today!
“Envision® methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods of investing history. Most scenarios will fall somewhere in between. Elements of teh Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2021 Wealthcare Capital ManagementLLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.
Wells Fargo Advisors Financial Network, LLC is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. ©2011 Wells Fargo Advisors Financial Network, LLC. All rights reserved.”
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