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



Comprehensive Financial Planning

Comprehensive financial planning is at the very core of the services we provide to individuals and families seeking financial independence. Whether you seek guidance in pre-retirement planning, retirement income planning or family wealth planning, we can help you develop strategies to build, preserve and manage your wealth over time.

Retirement financial planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to help achieve multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.