Your future is the INVESTMENT
A fresh start begins with a confident plan.
Big goals need smart plans. The new year is here, bringing fresh opportunities to take control of your finances. Whether you're planning for retirement, saving for college, or seeking to build long-term wealth, Envista Investment Advisors can help you create a personalized roadmap.
2025 is your year to get ahead.
We are here to help with:
- Retirement Services
- Financial Management
- Insurance Services
- Education Planning
- Life and Disability Insurance
- And More
- Annuities
Are you financially fit?
The first step to financial freedom is a thoughtful plan. Let’s work together to build a tailored strategy that works for you and your goals. We will begin with a no cost, no obligation check-up to look at where you're at and what you see for your future.
Guided Wealth Portfolios
Confident investing guided by technology and backed by experts
Looking for a smart, simple way to invest? Our Guided Wealth Portfolios (GWP) platform uses cutting-edge technology to build a personalized investment plan based on your goals, timeline, and risk preferences. In just minutes, you’ll receive a customized proposal—and the confidence of knowing you’re working with the trusted guidance of Envista Investment Advisors.
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Insurance Strategies
Alternatives to help protect those you love.
- Life Insurance – Protection for the ones you love
- Long Term Care – It's never too late to prepare
- Annuities – To help you save for and live in retirement
Investment Strategies
Options to help you save for the future.
- IRAs – Tax deferred accounts to help you prepare for retirement
- Mutual Funds – Investment options for your objectives
- Managed Accounts – Professionally managed portfolios to match your needs
- Annuities – To help you save for and live in retirement
- Stocks & Bonds – Individual investments to complement your style
Preparing for Your Future
It’s never too late to plan. Start today.
- Saving for Retirement – Living the retirement of your dreams means making your money last
- Living in Retirement – Tools and resources to make your money last
- Saving for College – Start saving now by working with an advisor
Virtual Workshops
Envista Investment Advisors offers educational workshops aimed at providing you with the knowledge to take charge of your financial future. Our no-cost, no-obligation workshops will help you become familiar with the various factors that contribute to a well rounded financial plan and get answers to the questions that are most important to you and your specific goals. Select a topic for more information and to reserve your place.
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Women & InvestingApril 22 | 7:00 PM |
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Social Security & Your RetirementMay 13 | 7:00 PM |
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The Three Transitions to RetirementMay 27 | 7:00 PM |
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Understanding Your Rollover OptionsJune 10 | 7:00 PM |
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Understanding MedicareJune 23 | 7:00 PM |
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Investment Blog
Life Insurance
People buy life insurance to protect those left behind in the wake of an untimely death. Whether it is to assure that a son or daughter goes to college or to assure the comfort and safety of a spouse,…
Long-Term Care
The day may come when you need long-term care. It can be very expensive and Medicare doesn't usually supplement that cost.
IRAs
An IRA is an investment account that belongs to you, to which you contribute. It can consist of stocks, mutual funds, bonds, annuities, certificates or other investment products. Gains grow tax…
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Envista Federal Credit Union and Envista Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Envista Investment Advisors, and may also be employees of Envista Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Envista Federal Credit Union or Envista Investment Advisors. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.