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
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.
Saving for College 101
Here’s a crash course on saving for college.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
It sounds simple, but paying yourself first can really pay off.
Read this overview to learn how financial advisors are compensated.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The market is as unpredictable as the weather. We’d love to help you prepare.