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 to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
It's important to understand how inflation is reported and how it can affect investments.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What is your plan for health care during retirement?