The Renaissance Group, LLC is an independent financial advisory firm, providing investment advice and financial services to individuals and businesses in Ventura and the surrounding area since 1997. Our independent financial advisors have earned a reputation for excellence through a longstanding commitment to our clients and the community. It’s no wonder we are recognized as one of the region’s premier financial planning firms for individuals and families seeking objective guidance and unbiased investment strategies. We bring organization and structure to clients seeking to simplify their finances in an increasingly complex world.
As independent financial advisors, we partner with our clients to help them manage their wealth and pursue financial independence through objective guidance. Our holistic approach to wealth management and wealth preservation begins with independent financial planning to help determine the right asset management strategy and risk management solutions for your unique circumstances. We invite you to discover the value that experience, personal service, and unbiased, independent investment advice can bring to you, your family or your business.
Learn more about these and other advisory services available through The Renaissance Group:
- Fee-Based Personal Planning
- Financial Planning
- Asset Management (through Cetera Advisors)
- Cash Management
- Retirement Planning
- Tax Strategies
- Risk Management Tools and Solutions
- Education Planning
- Long-Term Care
- Estate and Inter-Generational Planning
- Legacy Planning and Charitable Giving
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
One way to find money is to examine your current spending habits and eliminate money wasters.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Is your estate in order? This short quiz may help you assess your overall strategy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Don’t overlook the need for renter’s insurance if you rent your home.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations? Here are three tips.
If you died, what would happen to your email archives, social profiles and online accounts?