ENVISION® INVESTMENT PLANNING

ENVISION® INVESTMENT PLANNING

It’s as true for financial and investment matters as it is for life in general: planning for the future allows you to know where you’re headed and feel confident in where you stand in relation to your goals and intentions.

At The Logan Square Group of Wells Fargo Advisors, our commitment to helping you plan effectively, invest wisely and map a realistic course to your future years is nowhere more evident than in our Envision planning process. The Envision process offers the tools and technology needed to discuss life expectations, decide on an appropriate investment strategy, track your progress and re-sync – or rethink – your approach whenever necessary.

  • 88% of Envision clients agree that their plan lets them live the life they planned.1
  • 92% of Envision plan holders agree their plan provides the guidance they need tosucceed financially.1
  • 89% of Envision plan clients agree their plan gives them control of their financial future.1

1Results are based on a survey conducted online by Harris Interactive from September-October 2012 among 606 investors with Financial Advisor relationships. Results are not representative of other client experiences or indicative of future success.

* Envision is a brokerage service provided by Wells Fargo Clearing Services, LLC.

* Envision® is a registered service mark of Wells Fargo & Company and used under license.