James Brewer, MBA, CDFA®, CFSLA, CFP®

Founder @Envision_Wealth, @Forbes contributor. Work with clients to reach #financialfreedom #ESG #genderequality #racialequality #retirement. #401k expert.

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

We want you to have the resources you need to pay your student loans. Here are some common pitfalls for paying student loans. For more information like this, check out our webinar on July 27th! Link for webinar in comments.

#webi…https://t.co/kRt69nJD1w https://t.co/gYZ05ihBCT

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

@TCFdotorg @PeterHGranville Great insights!

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

@PeterHGranville Great insights!

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

Thank you, @CWTipper for making a guest appearance on our webinar this month! We love partnering with Hunter Benefits here at Envision Wealth Planning. https://t.co/H5Zgz179mw

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

We can help with college debt. Follow us for updates on the legislation and possible ways to decrease your student loan payments.
#studentloans #help #financialplanning #payments https://t.co/Z94mYayFQT

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

Life keeps moving and so do we at Envision Wealth Planning Inc. Trimester 2 is here and it's time to check on your tax refunds and investments! Connect with us for a discovery meeting and learn more about our subscription based financial plans! #tax #pla…https://t.co/Ae3fgm93NU

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

@Chelsea_CFP I had a client, that I considered a friend, commit suicide. He left behind a wife and two kids. I went to their house the next day. to begin to craft a new plan. The wife shared her story which likely helped me. Check your DM.

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

@ShawnaOhm @SnappyKraken @TheFinArtist But you are cool(er).

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

Happy to see my alma mater quantifying my experience. That said, all funds and direct indexing saying they are ESG aren’t equal. It took me much time and interviews to curate the #investments in my Envision Justice Series Portfolios. #esginvesting #esg https://t.co/ckzI2AXajT

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

James Brewer will be providing insights on evaluating financial advisors during this March 16th webinar. Do you know who regulates your financial advisor? https://t.co/IPCvSxQXvn

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

@cathycurtis @Holistiplan @FpPathfinder You were great!!

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

@SonyaDreizler @slhzdh @LauraLaTourette @V_I_C_T_O_R___ @luis_f_rosa @jleewcg @StanleyFunches @leebaker00 @NewPlnrRec @cal_elam @TouBailey @DaleRileyII @Andrew_Komarow @UziGomez @MacGardner_CFP @shoeways @thinkingbigfin @FSmmrs @JoeyStemmle @AmericanPWealth @KeithFrasier10 @ByasWealth @KeithBevCFA I finally completed my profile. Thanks for including me and alerting me to this great opportunity!

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

Even if you don’t own a business, the Roth savings opportunities apply if you have access to a Roth 401(k) or Roth 403(b). https://t.co/LF3vbP51VT

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

https://t.co/PUdM7LOKJF #Roth conversions can be a great way to control your #tax bill.

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

Recently, I've had a few client conversations on the potential tax saving benefits #roth conversion. I incorporated a few them in this https://t.co/qoHqWz6EYg article. https://t.co/4x1rTRBHrx

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

Why choose "customized #401k #investing advice" or a “one-size-fits-some-people” plan? Because most 401k plans are too oversimplified to meet the needs of many!

@Envision_Wealth customized 401k investment advice fits ALL unique situations.

Learn more: https://t.co/fdlYco5vkd

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

Could you inadvertently harm #women’s #equity with your #investingstrategy?

Envision Justice Series Portfolios™ screen for #womensempowerment + more.
Read on! > https://t.co/BVInI4UkDc

Is your #portfolio aligned with your values? Get a free analysis -> https://t.co/mZG4LN1Ce3

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

Get to know Envision (k)vesting™ - a personalized #401k #investing approach.

When you authorize us on your 401k administrator’s website, we research available #investment options, including those that integrate your #values.

Read on: https://t.co/uqSUnB2two
#financialadvisor

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

Our clients make money by incorporating personal values like #womensempowerment, #racialjustice, in an #investmentplan.

I call the process “risk-adjusted, return-enhanced, values-integrated portfolios (R.A.R.E. V.I.P™).

Learn more > https://t.co/4pcy47xfuD #financialadvisor

[James Brewer, MBA, CDFA®, CFSLA, CFP® @JBrewerCFP]

#Investing sustainably:

1. Determine a risk-return trade-off; consider an #investment path.
2. What's important to you? If it's things like #environment, tobacco, human trafficking, animal welfare, etc., your path is likely #sustainableinvesting.

Read: https://t.co/cfoVfJt8bh