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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
When considering life insurance, it's important to understand your options.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Is your estate in order? This short quiz may help you assess your overall strategy.
Term insurance is the simplest form of life insurance. Here's how it works.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Recent changes in estate tax laws could affect the strategy you have in place.
Learning more about gold, and its history, may help you answer that question.
When do you need a will? The answer is easy: right now.
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.