ELS Vision Wealth Management

(on north hampton road)
Financial and Investment Services in DeSoto, TX
Financial and Investment Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

1801 North Hampton Road
DeSoto, TX
75115

About

Our business is built on a foundation of thoughtful client relationships. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Photos

ELS Vision Wealth Management Photo ELS Vision Wealth Management Photo ELS Vision Wealth Management Photo ELS Vision Wealth Management Photo ELS Vision Wealth Management Photo ELS Vision Wealth Management Photo ELS Vision Wealth Management Photo ELS Vision Wealth Management Photo ELS Vision Wealth Management Photo ELS Vision Wealth Management Photo

Services

  • Business Owners
  • Professional Individuals
  • Employer Sponsored Plans
  • Insurance Planning

Latest

Congratulations to #WealthPlanningAdvisor Lawrence Smith of #ELSVisionWealthManagement for being recognized as AAAA (Association of African American Financial Advisors) 50 Under 50!!! To see more information and to check out all of the honorees, visit www.aaafainc.com/50-under-50
For entrepreneurs, planning and execution are critical. Small business loans are no exception. FORBES.COM What Small Business Owners Should Know About Getting A Loan
Women face unique needs when it comes to #longtermcare as they’re more likely to become caregivers in retirement than men. Let a #FinancialProfessional at #ELSVisionWealthManagement help you plan ahead so you can feel empowered in retirement. Schedule an appointment with us today!
Are you financially astute? Take this short quiz to see how you stack up to the "big three" of financial literacy with questions about interest rates, inflation and diversification. MARKETWATCH.COM Hope to retire someday? See if you can answer these six simple questions
What is your #investment strategy? Warren Buffet has shared many tips included this #WallStreet strategy. Need assistance with your investment goals into a strategy that works for you? Contact us at #ELSVisionWealthManagement today to schedule an appointment.
Planning for college? Check out this information to learn how to save now to avoid borrowing later. Contact us at #ELSVisionWealthManagement to assist you with the #collegeplanning process. CAPITALGROUP.COM Save vs. Borrow | Capital Group
Join #ELSVisionWealthManagement Advisors, Lawrence Smith and Crystal Roseman Featuring Duane Johnson, CEO of Empowering Minds, LLC for a discussion on Reverse Budgeting. This event will be held on Thursday, October 15th at noon. Please register in advance via zoom by using the QR Code on the flyer or by visiting:https://bit.ly/3nnnTRT
There are many different solutions, and comparing them can be hopelessly complex. By all means you should consult with a qualified #financialplanner who is skilled in analyzing the pluses and minuses. Contact us at #ELSVisionWealthManagement to schedule an appointment see how we can assist you during these times. MARKETWATCH.COM How retirees should invest in a time of record-low interest rates
Get to know the newest advisor at #ELSVisionWealthManagement. Click on the link to hear a brief message from Crystal Roseman. VIMEO.COM Crystal Roseman
THU, OCT 15 AT 12:00 PM CDT Back to the Basics: Reverse Budgeting
Join #ELSVisionWealthManagement for our series: Back to the Basics where we will cover topics on budgeting, savings, and investing. Please register in advance by scanning the QR Code or by visiting https://bit.ly/3nnnTRT
How disciplined are you to keep going? #Dreams #Discipline #ELSVisionWealthManagement
ELS Vision Wealth Management is very excited to announce a new addition to our team!!! Our new Client Relations Specialist, Caira White came to our firm and to the financial services industry last year after graduating from the Texas Tech University Personal Financial Planning Program. She spent a year as a Financial Professional Trainee with Lincoln Financial Advisors gaining experience by working with various financial planning teams. Her areas of focus will include ensuring a Five-Star Client Experience that is built on our philosophy to serve first, last and always. She will also focus on strengthening the firm’s efforts to serve the greater community. Please help us extend a very warm welcome to Caira!! Get to know Caira better by watching her video bio! https://bit.ly/3kDXZYq #AssociationofAfricanAmericanAdvisors #WomeninFinance #TexasTech # WreckEm #DiversityandInclusion
THU, NOV 12 AT 12:00 PM CST Back to the Basics: Saving vs Investing
Should I save? Should I invest? What's the difference? How do I get "in the market?" Please join us on November 12th at 12 PM for PART TWO of our fourth quarter webinar series, "Back to the Basics: Saving vs. Investing" to get all of your questions answered! See you soon and don't forget to register for FREE. Register by using the QR code or visit www.elsvisionwealth.com/events/back-to-the-basics-three-part-webinar-series #PlanAhead #SavingvsInvesting #FinancialPlanning
Holidays in the time of the coronavirus come with many questions and awkward conversations attached. Here are some helpful tips for navigating holiday gatherings this year! #Holidays #Planning #COVID19 TODAY.COM How to navigate holiday family gatherings in the age of COVID-19
What concerns or goals do you have for your business? Use this assessment to help you uncover your needs as a business owner. Then, work with a trusted financial professional to develop strategies to reach your goals. #BusinessPlanning #EntrepreneurLife #Entrepreneurship #BusinessOwner CDN1-ORIGINALS.WEBDAMDB.COM cdn1-originals.webdamdb.com
November is Long Term Care month! Use this calculator found on our website to determine your potential long-term care needs and how long your current assets might last. For more resources like this pertaining to everything from Investments to Estate Planning, visit our website https://bit.ly/32sDpmU . #LongTermCare #RetireRight ELSVISIONWEALTH.COM Long-Term-Care Needs
Watch Kristen Duncan's video bio! Kristen, our Registered Representative, came to the ELS Vision Wealth Management team in 2018 with over a decade of experience in the financial industry. Her focus is educating clients on financial concepts through various methods, including seminars/webinars. She is passionate about serving participants within Employer Sponsored Retirement Plans to help them become more financially secure. #FinancialSecurity #FinancialEducation #FinancialFreedom #WomenInFinance VIMEO.COM Kristen Duncan Video Bio
ELSVISIONWEALTH.COM The Cost of Medical Care
Presidential elections can seem be divisive and unsettling. But when it comes to investing, do elections really matter all that much? This 8-page report answers top questions on investing in election years. #Election2020 CAPITALGROUP.COM www.capitalgroup.com
Happy Monday! It's the week before Thanksgiving, if you can believe it or not! The ELS Vision Wealth Management Team is wishing you all a wonderful week ahead. #MondayMotivation #Gratitude
As we end the second week of National Family Caregivers Month, we have a question for you all... If you know a caregiver, what have you done this month to show a caregiver that YOU care? If you are a caregiver, what have you done this month to pause and care for yourself? #NatonalCaregiversMonth #NationalLongTermCareMonth #SelfCare while #CaringForOthers
To all present and past servicemen and women, we thank you for your services. #VeteransDay #ThankYouForYourService #Freedom #Bravery #Honor
Meet the voice of ELS Vision Wealth Management, Katiah Sanders! You may have spoken with her before and if you haven’t, we encourage you to do so as it is sure to make your day! ? Katiah has been with the firm as an Executive Assistant for nearly 4 years and has been nothing short of a KEY asset to the practice. Join us in showing some appreciation to Katiah and all she does for the team! #WomeninFinance #Dedication VIMEO.COM Katiah Sanders Video Bio
With Thanksgiving right around the corner, here are the latest CDC guidelines on holiday gatherings! Be safe and cautious this holiday season. #Thanksgiving #GiveThanks #Thankful #COVIDCare MARKETWATCH.COM The CDC says you shouldn’t travel for Thanksgiving — here’s how to reduce risk if you do
Check out this article that walks through the tax treatment of home office-related expenses for employees and contractors while working from home. As always, be sure to consult a tax professional with any questions! #WFH #WorkFromHome #HomeOffice #Preperation #ThinkingAhead KIPLINGER.COM Tax Wrinkles for Work-at-Home Employees During COVID-19 | Kiplinger
REMINDER! We are less than 2 weeks away from our very last webinar in our Quarter 4 Webinar Series, Back to The Basics: The Basics of Financial Planning! Our last webinar is titled, "The ABC's of Investing," we'll talk about how to make the most of your personal investment accounts while maintaining and contributing to your retirement accounts.You won't want to miss it! Register by clicking the flyer! Already registered? Invite a friend! #FinancialPlanning #FinancialEducation #RetirementGoals LINCOLNFINANCIAL.ZOOM.US Welcome! You are invited to join a webinar: Back to the Basics (3 Part Webinar Series). After registering, you will receive a confirmation email about joining the webinar.
"As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them." -John F. Kennedy We give thanks for our clients, business partners and community, which we value so greatly. Wishing you a happy and healthy Thanksgiving.
You've saved up all year, created your budget and now you want to do some safe and fun holiday shopping! Read some tips on how to shop smart in a new world of changing consumer habits. #HolidayShopping #BlackFriday #Budgeting #COVID19Impact MARKETWATCH.COM How to shop smart in a new world of changing consumer habits
Last Friday, ELS Vision Wealth Management teamed up with the Mint Foundation to help bag fresh veggies and organize meal boxes for their DeSoto Gives Thanks event! A big part of our philosophy is service to our community. We are grateful for the opportunity to be a part of making Thanksgiving Day special and memorable for many families. #GiveThanks #Thankful #CommunityService #ServeFirstLastandAlways
This holiday season looks very different for many of us. The good news is even though we might not gather for the Holidays we can remain connected. So, if you can't be with your family this holiday season, you can still celebrate virtually. Learn more about virtual gift exchanges in this article from Next Avenue! #GiftExchange #HolidaySeason #VirtualParties NEXTAVENUE.ORG How to Have a Holiday Gift Exchange From a Distance
ELS Vision Wealth Management and it's Founder Lawrence Smith is a proud supporter of The Guide Right Foundation of Dallas and we encourage all of our network to support this great effort hosted by our Friends and Colleagues at True Kitchen and Kocktails on December 6th from 11am-5pm at 1920 Pacific Ave. Dallas, TX 75201. Drop off a Toy and make a difference in someone's life today! #ToyDrive #HappyHolidays #GiveBack #DallasTexas
Most people achieve only a fraction of what they are capable of. They settle for less. They get comfortable. They listen to naysayers. Business Owners, are you taking a advantage of all your talents and achieving all you are capable of? Check out this article that walks you through how to check in with yourself and your business to make sure you're on track to achieve your goals. #Goals #FinancialPlanning #BusinessOwners #Entrepreneurship FORBES.COM Are You Achieving All That You Are Capable Of?
Here are some steps to take to help ensure your children become financially independent. #FinancialIndependence #Legacy #FinancialPlanning #FinancialWellness KIPLINGER.COM How to Not Financially Paralyze Your Children | Kiplinger
It's the last day of National Family Caregivers Month. We would like to say THANK YOU to those who give their time, energy, and care to the ones they love on an ongoing basis. Future caregivers’ expectations are far from reality. Make sure you have a plan to maintain financial security so you can be there to support your loved ones when they need it. #CareGivers #LongTermCare #LTC #November #NationalCaregiversMonth #FinancialCare LFG.COM Caring for the caregiver | Lincoln Financial Group
Your support to the people and causes that need it most can make a great impact. See how both you and charities can benefit from charitable giving. #CharitableGiving #Donations #SeasonofGiving MONEY.USNEWS.COM 5 New Rules for Charitable Giving
The Holiday's are upon us! How well do you really know these classic holiday tunes? #HolidayTunes AARP.ORG Christmas Music Quiz: How Well Do You Know Your Carols?
As this selection of incidents, events and figures shows, with the world beginning to look back on the year 2020, we can all toast to a better 2021 as it draws to a close. We encourage you to look for the joy and the lessons in the unexpected events of this year as we reflect. #2020 #Refelctions #NewYear #FindingJoy #2020AndBeyond HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
2020 produced some fine titles on leadership, strategy, and innovation. Take a look at the 10 best new business books of 2020! #Leadership #Strategy #Innovation #Books #2020Releases INC.COM The 10 Best New Business Books of 2020
Google has released its annual “Year In Search” video for 2020. In times of uncertainty, people seek understanding and meaning. This year, the world searched “why” more than ever. This film features the questions we asked... #2020 #YearInSearch #GoogleSearch #Uncertainty YOUTUBE.COM Google — Year in Search 2020
Failing to check in with your financial goals and aspirations may be holding you back from success down the road. Now’s the time to start! #FinancialGoals #MovingForward #Productivity #Proactive NAVICORESOLUTIONS.ORG Personal Finance for Millennials 101 - Navicore
During this season, we take time to reflect upon the good things we have, like our partnership with our clients and community. We appreciate working with you and wish you a happy holiday season! #HappyHolidays #Appreciation #HappyNewYear #2020
Meet Lawrence Smith, the President and Wealth Planning Advisor at ELS Vision Wealth Management! Lawrence founded the firm on the principles of empowerment, legacy and security. He is passionate about helping clients turn their vision for the future, into reality. Watch his video bio to learn more about the inspiration behind his growing Financial Planning practice! "Your financial future is about much more than numbers on a spreadsheet - it’s about YOU. Your current situation, your family, and your legacy" If you are interested in learning more about Lawrence, the team, or ELS Vision Wealth Management please visit www.elsvisionwealth.com or contact us as (972) 598-0242. #WealthManagement #FinancialPlanning #2020Vision #Empowerment #Legacy #Security #FinancialSecurity VIMEO.COM Lawrence Smith Video Bio
Business Owners, are you attracting the next generation? Workplace benefits are significant influencers and decision-swayers for the newest workforce generation. Read the research to learn what it takes to attract and retain this talent. https://bit.ly/37r8NF6 #GenZ #NextGeneration #CollegeGraduate #FullTime #WorkplaceBenefits #Classof2021
Happy New Year! ? As we look back upon the past year, we would like to acknowledge those who have helped us shape our business. Thanks for a great year, and we wish you all the best as you embark on 2021.
New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos! Stay tuned to learn what ELS Vision Wealth Management suggests you prioritize as financial resolutions for 2021! #NewYears #2021 #Goals #FinancialFreedom #NewYearsResolutions CNBC.COM 10 financial New Year's resolutions to set now and achieve in 2021
Life insurance can play a vital role in ensuring a child with special needs has a reliable source of income later in their life. https://bit.ly/2X5VB2w POLICYGENIUS.COM Life Insurance for Special Needs Children | Policygenius
For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one of our over 400 National Park Service sites? #RetireRight #Exploring #Retirement #Freedom ELSVISIONWEALTH.COM Retiring Wild: National Parks and You
THU, JAN 14 AT 12:00 PM CST Top 10 Financial Resolutions of 2021
Happy New Year and Happy 1st Monday of 2021! Let's talk New Years Resolutions. ELS Vision Wealth Management will be hosting a webinar, Top 10 Financial Resolutions in 2021, on January 14th at 12 pm CT! We will discuss the top ten financial goals you should consider prioritizing this year. Our team is super excited to be putting on this event as we all set our intentions for 2021! Make sure you are registered through the link below. Then, share some of your resolutions with us in the comments, we would love to hear them! https://bit.ly/2MB8PCs #NewYearsResolutions #NewYearNewGoals #FinancialWellness #FinancialGoals LINCOLNFINANCIAL.ZOOM.US Welcome! You are invited to join a webinar: Top 10 Financial New Year Resolutions. After registering, you will receive a confirmation email about joining the webinar.
Yesterday, we hosted our first webinar of the year, discussing our Top 10 Financial Resolutions of 2021! Our team certainly enjoyed the conversation and we hope you did too. Stay tuned as we look forward to continuing to host educational webinars throughout the year! #FinancialGoals #FinancialPlanning #Selfie #TeamGoals #Technology
This chart shows global GDP projections made in January 2020 and January 2021, indexed to the level 2019.
REMINDER! This Thursday we will be hosting our first webinar of the year: Top 10 Financial Resolutions of 2021! On Thursday, we'll help you set your goals by talking about how to make the most out of our year financially. You won't want to miss it! Register through the link! Already registered? Invite a friend! #FinancialPlanning #FinancialGoals #GoalSetting LINCOLNFINANCIAL.ZOOM.US Welcome! You are invited to join a webinar: Top 10 Financial New Year Resolutions. After registering, you will receive a confirmation email about joining the webinar.
There are often additional considerations needed to ensure the stability of your child’s financial future. Use the 10 steps in this KidsHealth article to make a plan for kids with special needs, aiding in peace of mind down the road. #Protection #PlanningfortheFuture #SpecialNeeds #FinancialPlanning #Tailored KIDSHEALTH.ORG Financial Planning for Kids With Special Needs (for Parents) - Nemours KidsHealth
Actor Anthony Anderson and his mother, Doris Anderson, are partnering with Northwestern Mutual to educate the public about financial planning. Check out the article below! #FinancialPlanning #FinancialEducation #FinancialLiteracy BLAVITY.COM Anthony Anderson Launches Program To Educate Public About Financial Planning - Blavity
Today, we honor Dr. Martin Luther King Jr. for his lasting legacy, his strive for justice and his commitment to serving others. "Everybody can be great, because anybody can serve. You don't have to have a college degree to serve. You don't have to make your subject and verb agree to serve. You only need a heart full of grace. A soul generated by love." -Dr. Martin Luther King Jr. #MartinLutherKing #MartinLutherKingJr #Service #IHaveADream #Legacy
Yesterday, we hosted our first webinar of the year, discussing our Top 10 Financial Resolutions of 2021! Our team certainly enjoyed the conversation and we hope you did too. Stay tuned as we look forward to continuing to host educational webinars throughout the year! #FinancialGoals #FinancialPlanning #Selfie #TeamGoals #Technology
This chart shows global GDP projections made in January 2020 and January 2021, indexed to the level 2019.
REMINDER! This Thursday we will be hosting our first webinar of the year: Top 10 Financial Resolutions of 2021! On Thursday, we'll help you set your goals by talking about how to make the most out of our year financially. You won't want to miss it! Register through the link! Already registered? Invite a friend! #FinancialPlanning #FinancialGoals #GoalSetting LINCOLNFINANCIAL.ZOOM.US Welcome! You are invited to join a webinar: Top 10 Financial New Year Resolutions. After registering, you will receive a confirmation email about joining the webinar.
There’s good news inside the latest COVID-19 relief bill for businesses seeking Paycheck Protection Program loan forgiveness, including a greater tax benefit and greater flexibility. Get the details here: COLUMBIATHREADNEEDLEUS.COM Paycheck Protection Program gets better
Happy Monday! Make it a good day and a great week! "Okay, it's Monday but who said Mondays have to suck? Be a rebel and have a great day anyway" -Kimberly Jiménez
"There is always light. If only we're brave enough to see it. If only we're brave enough to be it." -Amanda Gorman, The Hill We Climb #AmandaGorman #2021Inauguration #InaugurationDay #Inauguration
There are often additional considerations needed to ensure the stability of your child’s financial future. Use the 10 steps in this KidsHealth article to make a plan for kids with special needs, aiding in peace of mind down the road. #Protection #PlanningfortheFuture #SpecialNeeds #FinancialPlanning #Tailored KIDSHEALTH.ORG Financial Planning for Kids With Special Needs (for Parents) - Nemours KidsHealth
Actor Anthony Anderson and his mother, Doris Anderson, are partnering with Northwestern Mutual to educate the public about financial planning. Check out the article below! #FinancialPlanning #FinancialEducation #FinancialLiteracy BLAVITY.COM Anthony Anderson Launches Program To Educate Public About Financial Planning - Blavity
Today, we honor Dr. Martin Luther King Jr. for his lasting legacy, his strive for justice and his commitment to serving others. "Everybody can be great, because anybody can serve. You don't have to have a college degree to serve. You don't have to make your subject and verb agree to serve. You only need a heart full of grace. A soul generated by love." -Dr. Martin Luther King Jr. #MartinLutherKing #MartinLutherKingJr #Service #IHaveADream #Legacy
February is American Heart Month! Learn more about the American Heart Association's efforts to reduce death caused by heart disease and stroke. Also learn about cardiovascular conditions at www.heart.org! "Do your part, care for your heart" #AmericanHeartMonth #HealthyHeart #AHM2021
Happy Black History Month! ELS Vision Wealth Management continuously celebrates our history and culture. In February especially, we are looking forward to sharing it with others! Every week we will be posting Black History facts and we invite you to learn and celebrate with us! Be on the lookout for our first fact this Wednesday! #BlackHistoryMonth #BlackHistory #BlackExcellence
COVID-19 has not changed key long-term trends in equities, but cyclical rotation presents opportunities. What is cyclical rotation? What does it tell us as investors? Learn more in the article! #StockMarket #CyclicalRotation #Equities #AssetManagement #SectorRotation COLUMBIATHREADNEEDLEUS.COM Expect cyclical rotation in equities
"Challenges make you discover things about yourself that you never really knew. They're what make the instrument stretch, what make you go beyond the norm." -The Iconic, Cicely Tyson #BlackFilm #CicelyTyson #Challenges #GoFurther #BlackExcellence
Grandparents may be able to help lower their adult child's stress of paying for college even if they have little money but plenty of time. #EducationPlanning #CollegeBound #CollegeFunds #PlanAhead NEXTAVENUE.ORG How Grandparents Can Help Pay for College - Next Avenue
There’s good news inside the latest COVID-19 relief bill for businesses seeking Paycheck Protection Program loan forgiveness, including a greater tax benefit and greater flexibility. Get the details here: COLUMBIATHREADNEEDLEUS.COM Paycheck Protection Program gets better
THU, FEB 11 AT 12:00 PM CST Love and Money Webinar
Our Registered Representative, Kristen Duncan, will be hosting a webinar next week with a focus on investing. Join her Friday at 12 pm for an insightful conversation about An Easy Way to Invest, you do not want to miss it! You can register here: https://bit.ly/3pI4T1w ! #Investing #Webinar #FinancialSecurity #FinanciallySound #Retirement
On February 11th, we are hosting another webinar! Join Kristen and Crystal next week for a conversation about making financial decisions while navigating life changes. We're looking forward to seeing you there! Make sure you're registered here: tinyurl.com/qhoum1nv. #FinancialPlanning #LoveandMoney #Webinar #Goals
Did you know that the first bank owned and operated by African Americans was founded in 1888? Visit the link below to read more about banks in Black History and find resources for learning about the many black-owned banks existing today! https://bit.ly/36vNBwV #BlackHistoryMonth #BlackOwned #Banking #BlackHistory #FinancialWellness #SupportBlackBusinesses
February is American Heart Month! Learn more about the American Heart Association's efforts to reduce death caused by heart disease and stroke. Also learn about cardiovascular conditions at www.heart.org! "Do your part, care for your heart" #AmericanHeartMonth #HealthyHeart #AHM2021
Happy Black History Month! ELS Vision Wealth Management continuously celebrates our history and culture. In February especially, we are looking forward to sharing it with others! Every week we will be posting Black History facts and we invite you to learn and celebrate with us! Be on the lookout for our first fact this Wednesday! #BlackHistoryMonth #BlackHistory #BlackExcellence
Have a look at 91 movies and TV series to stream during Black History Month! #BlackHistoryMonth #BlackExcellence FASTCOMPANY.COM 91 movies and TV shows to stream for Black History Month
Black History Fact of the Week: Dr. Mae Jemison was the first American American female astronaut ever! "She became the first black woman to travel into space when she served as a mission specialist aboard the Space Shuttle Endeavour." Dr. Jemison's words remind us not to limit ourselves, a standard our firm encourages clients to adopt on their own financial journeys! #NoLimits #BlackHistoryMonth #MaeJemison #DrMaeJemison #BlackHistory #CelebrateBlackHistory #FinancialFreedom # FinancialWellness #FinancialPlanning #PlanningAhead
We are excited to be hosting our webinar this week! On Thursday you'll have the chance to learn how to manage your finances in all stages and transitions of life; singleness, marriage or divorce. Learn more about the speakers, Crystal and Kristen of ELS Vision Wealth Management! If you're not registered yet please visit tinyurl.com/qhoum1nv! See you soon! #LoveandMoney #Oragnization #FinancialPlanning #Preparation #LifeHappens #FreeWebinar #WomeninFinance
On Friday, ELS Vision Wealth Management's Wealth Advisor, Lawrence Smith and Client Relations Specialist, Caira White presented at the FPG Annual Sales Meeting hosted by Lincoln Financial Advisors! Our team was specifically selected to discuss our resilience during the unexpected circumstances of last year. Our dedication to maintaining client relationships was our main motivation behind embracing the shifts that 2020 required of us! We are honored to have the opportunity to share the changes we made and look forward to staying present for our clients. A quote that especially stuck out to us last week: "Adversity causes some people to break; others to break records," -William Arthur Ward. #Adaptation #VirtualEnhancements #Webinars #Branding #FinancialServicing #IntheFaceofAdversity #ClientSatisfaction
THU, FEB 11 Love and Money Webinar
Our Registered Representative, Kristen Duncan, will be hosting a webinar next week with a focus on investing. Join her Friday at 12 pm for an insightful conversation about An Easy Way to Invest, you do not want to miss it! You can register here: https://bit.ly/3pI4T1w ! #Investing #Webinar #FinancialSecurity #FinanciallySound #Retirement
Now is the time to feel more confident about your future. We have solutions that can help you feel more prepared and in control to own the outcome of your financial future. https://bit.ly/3dir8aM #ELS #Empowerment #Legacy #SECURITY #PreparationisKey #SolutionsFocused #FinancialSecurity #EmergencyFund #Income #FinancialPlanning #PlanningAhead
Many of us are aware of the country-wide wealth gap, but how does this same pattern show up in other areas of financial planning? Unfortunately, there is also a life insurance coverage gap. ELS Vision Wealth Management believes in helping our clients determine the appropriate amount of coverage based on their goals! Check out this article to learn more about the affects of discrimination on life insurance. https://bit.ly/3ueso50 #LifeInsurance #LifeInsuranceNeeds #LIfeInsuranceCoverage #Protection #Legacy #PlanningAhead #Resources #BridgetheGap #SolutionsFocused #ComprehensivePlanning NERDWALLET.COM Discriminatory Practices Leave Black Americans With Less Life Insurance - NerdWallet
Black History fact of the week: Mr. LeCount R. Davis Sr., CFP® became the first African American to hold the CFP® designation in 1978! He then founded the Association of African American Financial Advisors in 2001. Today, we celebrate Mr. Davis as a role model who helped pave the way for the generations to come after him. #FinancialPlanning #BlackHistoryMonth #BlackHistoryFacts #WednesdayWisdom #WisdomWednesday #Wealthy #FinancialFreedom #GenerationalWealth #Legacy #WhatisYourWhy #Purpose #BlackExcellence
We all made adjustments last year and many of them are here to stay! Here are nine pandemic changes that might just become part of our future survival guide. #Adaptation #COVID19 #Pandemic #Adjustments #Change #SelfCare #Virtual #Online #Zoom #EmbraceChange #TuesdayTips NEXTAVENUE.ORG 9 Things We Learned During COVID-19 That Will Endure
Happy Monday! Outside is covered in snow here in the DFW area. Wherever you are, we hope you are enjoying the winter weather. Stay safe and warm and make it a great day! #HappyMonday #MondayMotivation #SnowDay #StayingWarm #StayingSafe
Have a look at 91 movies and TV series to stream during Black History Month! #BlackHistoryMonth #BlackExcellence FASTCOMPANY.COM 91 movies and TV shows to stream for Black History Month
Today, our Black History Month fact honors Joseph L. Searles III, the first African American broker of the New York Stock Exchange (NYSE)! We are inspired by the work of Mr. Searles in the industry. With this being the last week of Black History Month, this is our last weekly fact. Our hope is that you learned something this month and are encouraged to continue learning! We will continue to celebrate past members of Black History who walked so we could run. We will also celebrate and encourage those who are presently making change and exuding greatness! #BlackHistoryMonth #BHM #BHMFact #BHMQuote #CelebrateBlackHistory #FinancialServices #NYSE #First #Firsts
There are actions you can take today that will help you feel more in control of your financial outcomes! See how you can thrive by making the most of life’s benefits. Visit https://bit.ly/2Nr903D #TakingControl #FinancialControl #FinancialPlanning #Retirement #Legacy #Education #Investments #EstatePlanning #Inspired #Thrive #FinancialFreedom
Now is the time to feel more confident about your future. We have solutions that can help you feel more prepared and in control to own the outcome of your financial future. https://bit.ly/3dir8aM #ELS #Empowerment #Legacy #SECURITY #PreparationisKey #SolutionsFocused #FinancialSecurity #EmergencyFund #Income #FinancialPlanning #PlanningAhead
Many of us are aware of the country-wide wealth gap, but how does this same pattern show up in other areas of financial planning? Unfortunately, there is also a life insurance coverage gap. ELS Vision Wealth Management believes in helping our clients determine the appropriate amount of coverage based on their goals! Check out this article to learn more about the affects of discrimination on life insurance. https://bit.ly/3ueso50 #LifeInsurance #LifeInsuranceNeeds #LIfeInsuranceCoverage #Protection #Legacy #PlanningAhead #Resources #BridgetheGap #SolutionsFocused #ComprehensivePlanning NERDWALLET.COM Discriminatory Practices Leave Black Americans With Less Life Insurance - NerdWallet
Black History fact of the week: Mr. LeCount R. Davis Sr., CFP® became the first African American to hold the CFP® designation in 1978! He then founded the Association of African American Financial Advisors in 2001. Today, we celebrate Mr. Davis as a role model who helped pave the way for the generations to come after him. #FinancialPlanning #BlackHistoryMonth #BlackHistoryFacts #WednesdayWisdom #WisdomWednesday #Wealthy #FinancialFreedom #GenerationalWealth #Legacy #WhatisYourWhy #Purpose #BlackExcellence
We all made adjustments last year and many of them are here to stay! Here are nine pandemic changes that might just become part of our future survival guide. #Adaptation #COVID19 #Pandemic #Adjustments #Change #SelfCare #Virtual #Online #Zoom #EmbraceChange #TuesdayTips NEXTAVENUE.ORG 9 Things We Learned During COVID-19 That Will Endure
Happy Women's History Month! #WomensHistory #WomensHistoryMonth #WomenInFinance #Empowerment #Support
THU, MAR 11 AT 12:00 PM CST Tax Planning Webinar
Tax season is upon us! Join us next Thursday, March 11th, for our Tax Planning webinar. We will discuss how to prepare for filing your taxes this year and important points to remember in the process! Visit www.elsvisionwealth.com/events to register! Additionally, all registrants will be provided a recording. #TaxSeason #TaxPlanning #Tax #Taxes #Business #Finance #Accounting #FinancialPlanning #FreeWebinar #Webinar #OnlineEvents #SocialNetworking
Begin the journey and the hardest part is already done! Financial Planning can be one the best ways to start your financial journey. Financial Planning focuses on YOU and your goals in every step of the process, from foundational planning to leaving a legacy and everything in between! #FinancialJourney #QuoteofTheDay #Friday #ItstheWeekend #WeekendWord #WeekendWordsofWisdom #WealthManagement #WealthBuilding #FinancialHealth
Today, our Black History Month fact honors Joseph L. Searles III, the first African American broker of the New York Stock Exchange (NYSE)! We are inspired by the work of Mr. Searles in the industry. With this being the last week of Black History Month, this is our last weekly fact. Our hope is that you learned something this month and are encouraged to continue learning! We will continue to celebrate past members of Black History who walked so we could run. We will also celebrate and encourage those who are presently making change and exuding greatness! #BlackHistoryMonth #BHM #BHMFact #BHMQuote #CelebrateBlackHistory #FinancialServices #NYSE #First #Firsts
There are actions you can take today that will help you feel more in control of your financial outcomes! See how you can thrive by making the most of life’s benefits. Visit https://bit.ly/2Nr903D #TakingControl #FinancialControl #FinancialPlanning #Retirement #Legacy #Education #Investments #EstatePlanning #Inspired #Thrive #FinancialFreedom
Happy 4 Year Work Anniversary to our Executive Assistant, Katiah Sanders! Thank you for all you do and the amazing character you bring to the office each day! #4years #Workaversary #Dedication #Rockstar #TopTalent #TheBEST #Thankful #Grateful #WealthManagement
Who do you want to protect? What steps have you taken? Consider creating a financial plan to get in control of your future! #CreateYourFuture #Protection #FinancialPlanning #Finance #FinancialPlan #FinancialHealth #FinancialEducation #Inspiration #QuoteoftheDay #Friday #Friyay #WeekendWord
Visit www.elsvisionwealth.com/events to register for a chat with these three ladies next Thursday at 12 pm CT! The topic is taxes and you do not want to miss this informative discussion! Keep in mind that everyone who registers will get the recording, even if you can't join us. #Taxes #TaxProfessional #FinancialPlanning #Finances #WomenInFinance #TaxSeason #March #FirstQuarterGoals
Happy Women's History Month! #WomensHistory #WomensHistoryMonth #WomenInFinance #Empowerment #Support
Focus is KEY! #StayFocused #StopDistractions #Captivate #Purpose #HappyFriday #Friyay
TWO DAYS AWAY! Are you registered for our tax webinar? If not visit elsvisionwealth.com/events to register! #TaxPlanning #Webinars #WFH #TaxSeason #FinancialWellness #VirtualEvents
Our team attended Lincoln's National Symposium last Tuesday and Wednesday and it may have looked a little different this year, but we were still so excited to learn as much as possible! We strive to do everything we can to improve our client's experience and better meet client's needs. #Breakthrough #TNS2021 #ProfessionalDevelopment #Devoted #Dedicated
Celebrated on March 8 every year, International Women's Day is a day dedicated to honoring the achievements of women throughout history and all across the globe! #WomensDay #InternationalWomensDay #EmpoweringWomen #UpliftingWomen
Happy 4 Year Work Anniversary to our Executive Assistant, Katiah Sanders! Thank you for all you do and the amazing character you bring to the office each day! #4years #Workaversary #Dedication #Rockstar #TopTalent #TheBEST #Thankful #Grateful #WealthManagement
Who do you want to protect? What steps have you taken? Consider creating a financial plan to get in control of your future! #CreateYourFuture #Protection #FinancialPlanning #Finance #FinancialPlan #FinancialHealth #FinancialEducation #Inspiration #QuoteoftheDay #Friday #Friyay #WeekendWord
Your financial journey starts with your mindset and what YOU believe about your goals! #Vision #Visionary #GoalPlanning #FinancialPlanning #SusanTaylor #Belief #MindsetMatters
Tax-smart investing today can help control the outcomes of your next tax bill and max out growth to reach your long-term goals. Learn more at https://bit.ly/3rWF12J #Taxes #TaxSeason #TaxBreaks #IncomeTaxes #TaxPrep
The coronavirus crisis led to the first significant annual decrease in global CO₂ emissions in recorded history. #Sectors #Energy #GlobalEmissions #Statistics #Investing #FinancialPlanning
Focus is KEY! #StayFocused #StopDistractions #Captivate #Purpose #HappyFriday #Friyay
TWO DAYS AWAY! Are you registered for our tax webinar? If not visit elsvisionwealth.com/events to register! #TaxPlanning #Webinars #WFH #TaxSeason #FinancialWellness #VirtualEvents
Our team attended Lincoln's National Symposium last Tuesday and Wednesday and it may have looked a little different this year, but we were still so excited to learn as much as possible! We strive to do everything we can to improve our client's experience and better meet client's needs. #Breakthrough #TNS2021 #ProfessionalDevelopment #Devoted #Dedicated
“Leadership is about making others better as a result of your presence and making sure that impact lasts in your absence." -Sheryl Sandberg #Leadership #Leading #FocusFriday #TakingCharge #WordOfTheDay #CommunicationStyle #Impact
Have recent events affected your retirement plans? You’re not alone. But don’t underestimate – or forget – taxes in retirement. Visit https://bit.ly/3rWF12J to learn more about how the pandemic has affected retirement income and tax strategies to combat those effects. #TaxSeason #Taxes #Retirement #RetirementIncome #COVID19 #Strategy
Your financial journey starts with your mindset and what YOU believe about your goals! #Vision #Visionary #GoalPlanning #FinancialPlanning #SusanTaylor #Belief #MindsetMatters
Tax-smart investing today can help control the outcomes of your next tax bill and max out growth to reach your long-term goals. Learn more at https://bit.ly/3rWF12J #Taxes #TaxSeason #TaxBreaks #IncomeTaxes #TaxPrep
The coronavirus crisis led to the first significant annual decrease in global CO₂ emissions in recorded history. #Sectors #Energy #GlobalEmissions #Statistics #Investing #FinancialPlanning
Focus is KEY! #StayFocused #StopDistractions #Captivate #Purpose #HappyFriday #Friyay

Information

Company name
ELS Vision Wealth Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for ELS Vision Wealth Management in DeSoto TX?
    You can reach them at: 972-598-0242. It’s best to call ELS Vision Wealth Management during business hours.
  • What is the address for ELS Vision Wealth Management on north hampton road in DeSoto?
    ELS Vision Wealth Management is located at this address: 1801 North Hampton Road DeSoto, TX 75115.
  • What are ELS Vision Wealth Management(DeSoto, TX) store hours?
    ELS Vision Wealth Management store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.