The Parker Private Wealth Management Group believes 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, you can monitor your progress toward achieving your life goals on your own fully customized index.
Source: Results are based on a survey conducted online by Versta Research from June 5–June 22, 2019 among 457 Envision clients with Financial Advisor relationships. Results are not representative of other client experiences or indicative of future success or performance. The Envision process is a brokerage service provided by Wells Fargo Advisors.
With the Envision process, following your progress is simple. By accessing your account online, you can see a simple chart that tracks your “dot,” which moves based on the value of your investments. When you find your dot is outside of the Target Zone, we can work with you to adjust your investments or your goals.
You can also think of your dot as a personal growth chart for your progress toward your financial goals. By tracking your investment results against the Target Zone, you’re in a much better position to answer the question, “How am I doing?”
IMPORTANT: The projections or other information generated by the Envision tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
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 in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2021 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.