Broker Check
The Renaissance Group, LLC
Office:
 
199 Figueroa Street, 101A 
Ventura, California  93001-2088

 
Phone:
  
Email:

805.652.6942

Letty.Soliz@RenGroupLLC.com

Encore Careers: Push Your Boundaries Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

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.

Read More

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 
Read More


Helpful Content

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

 

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow