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
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
There are four very good reasons to start investing. Do you know what they are?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The item most homeowners forget on their home improvement project checklist is insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
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
Women must be ready to spend, on average, more years in retirement than men.
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know these three personal finance sayings?
It’s never a bad time to speak with your financial advisor about changes in your situation.