James E. Brewer,  CFP<sup>&reg;</sup> - Financial Advisor

James E. Brewer, CFP®

CRPC®, CDFA®,

CEO

Envision Wealth Planning Inc

904 E. 40th St.
Chicago, IL 60653
FINANCIAL ADVISOR'S WEBSITE
(312) 448-1010 CONNECT WITH James
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General

James Brewer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Envision Wealth Planning Inc in Chicago, IL and the surrounding communities.

Financial Advisor Overview

My passion is empowering smart people to make smarter money choices. I developed the Envisioneering™ Financial Planning Process to help clients align their visions with their values, such as promoting sustainability, gender and racial equality. I work tirelessly to help clients build their wealth visions, turning income into wealth. I help clients manage the emotions that can creep up with the certainty of life changes and market conditions. I am often called on to help various types of clients with complex issues, such as: 1) Small business owners looking to hit the defined contribution limit (currently $55,000) in their SEP or 401(k) profit sharing plan 2) Couples planning for early retirement using investments aligned with their social values, sustainability, gender and racial equality. 3) Volatile income earners and those with sudden money, like athletes, convert it into a sustainable lifestyle 4) Single or divorced professional women combat the ravages of inflation over a projected longer life span

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Financial Advisor Experience

My mission is to help people, like you, make smarter money choices. Busy people don’t have the time to consider how things like taxes, investments, spending and your values affect your financial choices. These are a few examples of complex issues we help clients solve: 1) Small business owners looking to hit the defined contribution limit (currently $53,000) in their SEP or 401(k) profit sharing plan 2) Couples planning for early retirement using investments aligned with their social values, sustainability, gender and racial equality. 3) Volatile income earners and those with sudden income, like athletes, convert income into wealth 4) Single or divorced professional women combat the ravages of inflation over a projected longer life span The Envisioneering™ Financial Planning Process translates visions into plans aligned with your goals, values, and passions. I am driven to help people and small business owners turn income into wealth. Helping business owners maximize their 401(k) profit sharing savings led us develop Envision 401k Advisors. The ability to skew savings to the highly compensated comes with the burdens of being a plan investment fiduciary. Envision 401k Advisors focus on your employee’s retirement readiness helps you address your fiduciary duty and maximize your 401(k) contributions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA®, CRPC®

Insurance Licenses

  • Life insurance: IL
  • Health/disability insurance: IL
  • Fixed annuities: IL

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources