Envista Investment Advisors

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Insurance Strategies

Financial protection options for different stages of life and changing needs.

• Life Insurance – Life insurance can provide financial support to loved ones by helping cover income needs, debts, final expenses, or future obligations.
• Long-Term Care Planning – Long-term care planning focuses on preparing for possible future care needs, including support that may be needed at home, in assisted living, or in a care facility.
• Annuities – Annuities are insurance products that may be used as part of a broader retirement income strategy and are often considered for income needs later in life.

Investment Strategies

Common investment approaches used to support long-term financial goals.

• IRA Options – Individual Retirement Accounts, or IRAs, are tax-advantaged accounts commonly used to save for retirement.
• Mutual Funds – Mutual funds pool investments from many individuals and are designed to provide diversified exposure based on a stated objective.
• Managed Accounts – Managed accounts are professionally overseen portfolios structured around an investor’s goals, time horizon, and risk tolerance.
• Annuities – Some annuities are used to accumulate funds over time, while others are structured to provide income during retirement.
• Stocks & Bonds – Stocks and bonds are foundational investment types that are often used together to balance growth potential, income, and risk.

Preparing for Your Future

Planning topics that can help support major life and financial milestones.

• Saving for Retirement – Retirement saving generally involves setting long-term goals, contributing consistently, and using accounts designed for future income needs.
• Living in Retirement – Retirement income planning often includes budgeting, withdrawal strategies, tax considerations, and planning for healthcare costs.
• Saving for College – College savings strategies can include dedicated education accounts and long-term planning for future tuition and related expenses.

Virtual Workshops

Envista Investment Advisors offers educational workshops focused on financial topics that are relevant to a variety of life stages and planning needs. These workshops are intended to provide general information and help individuals become more familiar with concepts related to insurance, investing, retirement, and other financial planning topics.

Upcoming workshop topics and dates will be shared as they become available.

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