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 Cambridge Investment Research)
- 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
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
One way to find money is to examine your current spending habits and eliminate money wasters.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Why are they made again and again? Making sense of these errors in judgement.
Here are some insights on how the Q2 Earnings Report could shape up.
Making retirement calculations isn’t about perfection; it’s about helping you prepare confidently.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Agent Jane Bond is on the case, cracking the code on bonds.
Imagine your ideal post-pandemic retirement with this animated video.
A couple become Retirement Plan Detectives, searching records from old employers.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.