Live for Today, Plan for Tomorrow
ConfidentVision works in partnership with high net-worth individuals, pre-retirees and businesses to evaluate proven 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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here's a breakdown of how the federal government spends your tax money.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are things about Social Security that might surprise you.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learning more about gold, and its history, may help you answer that question.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.