Envision

Life Can Be Unpredictable
The Envision® process is intended to help you better enjoy your life today and pursue realistic goals for tomorrow. It's designed to help you monitor progress toward your goals, adapt to changing conditions, and manage investment risk. This process begins with a simple discussion to identify realistic life goals, state them in measurable terms, set priorities among them, and tie them to your investment portfolio.

Using advanced statistical simulation methodology, the Envision process can assist in finding the delicate balance needed to help you to progress toward your goals.

With your help, we can use the Envision process to help you answer critical questions all investors may face:

  • Envision Brochure
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    Am I compromising my goals too much with my investment choices?
  • Am I taking too much risk or not enough?
  • Am I compromising my life today for tomorrow?
  • Do I need to reevaluate my goals or the time projected for achieving them?

Based on your responses to these types of questions, investments and risk tolerance, the Envision process may help you live the one life you have the best way you can.

Unlike financial planning, the Envision process does not include a detailed analysis of insurance, real estate investment or savings strategies. It also does not cover estate and tax planning.

IMPORTANT: The projections or other information generated by Envision 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 © 2006-2016 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and not directly affiliated with First Clearing.

Contact Us
Trubee, Collins & Co., Inc.
One M&T Plaza, Suite 1350
345 Main Street
Buffalo, NY 14203
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Phone:
FAX:
800.836.4050
716.849.1401
716.849.0144
info@trubeecollins.com
© 2014 Trubee Collins & Co, Inc. All Rights Reserved. Member FINRA/SIPC Regulatory Information (including Business Continuity Plan)