Envision Retirement, LLC is a registered investment advisory firm that blends investment management, investment advice, retirement planning and financial planning to help clients with the pre-retirement and post-retirement periods of their lives. 

Our fee based approach enables us to provide conflict free advice and develop a long term relationship with our clients.

We work with clients who have a fundamental positive attitude about life and a drive to experience living life with clear sense of purpose.  Our clients have an underlying desire to have a positive impact on their family, friends and community.

Our role is to be the catalyst, facilitator and advisor to help financially successful people make wise decisions that reflect their values, vision and life principles.  We emphasize the process that creates the clarity of vision before the mechanics of planning is started. Products and ongoing services are not the solution but the way to implement and execute the plan and achieve the vision.

To us, the process is not complete without ongoing monitoring.  Investment management needs to be regularly reviewed to ensure that the objectives are being achieved.  Monitoring also includes being acutely aware of fundamental changes in the overall domestic and global economy as well as being sensitive to life issues that can alter a client’s personal vision.

Stephen Barrett started Envision Retirement to be a client centered advisory firm where the priority is on the client relationship and ongoing advice instead of an emphasis on financial products.

Clients best served by our firm have a net worth in excess of $1 million and investable assets over $500,000.