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
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
When you’re married and have children, insurance needs will be different.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What does the Tax Reform and Jobs Act mean for you?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, cracking the code on bonds.
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Around the country, attitudes about retirement are shifting.