At Bridgehaven Financial Advisors, we believe that Envision® is one of the most innovative financial strategy resources available today. By emphasizing the value of conversation, it can help people prepare for their retirement and discuss some of the questions that tend to keep us awake at night.
Our highly disciplined Envision planning approach offers you an effective way to identify your highest priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio's performance against a standardized index, such as the S&P 500, we monitor your progress toward achieving your life goals on your own fully customized index.
agree their plan is personally tailored to meet their unique financial goals
agree having an Envision plan helps them feel better prepared for retirement