Live for Today, Plan for Tomorrow
ConfidentVision works in partnership with high net-worth individuals, pre-retirees and businesses to evaluate our very successful concepts and devise strategies that become a blueprint for the implementation of life solutions. We utilize a one-to-one approach, state-of-the-art resources, and the expertise of networking professionals to provide leading-edge planning to an ever-expanding client base across the country.
The ConfidentVision team has been helping individuals pursue their enhancement of wealth and achieve their retirement goals for over two decades. The leadership role we take, and our process of coordinating the efforts of other advisors, ensures the services that should be provided, are provided…on time and as promised.
Let’s Make a Plan
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Gaining a better understanding of municipal bonds makes more sense than ever.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
For many, retirement includes contributing their time and talents to an organization in need.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
What if instead of buying that home, you invested that money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A quick history of the Federal Reserve and overview of what it does.
With alternative investments, it’s critical to sort through the complexity.