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