Meet Our Team

 

Sue Adams

Founder

Sue Adams: FounderSue Adam's first hand experience with family members outliving their assets has driven her to serve and care for hardworking individuals planning for a well-deserved retirement. Using her experience, skills, passion, and depth of knowledge in Longevity Planning inspired her to open her firm, EnVision Strategies, LLC. EnVision Strategies stands apart taking a holistic approach to longevity planning, preparing for the second half of life. Longevity Planners are versed in integrating tax efficient strategies, multiple income streams, wrap around health care with long-term care, and the many other areas of planning related to living longer. Sue has been a featured speaker at numerous conferences across the United States and her commitment to helping individuals to not outlive their money is unparalleled in the industry.

 

Julie Whyte

Business Development Director

 

Julie Whyte: Business Development DirectorJulie Whyte is the Business Development Director for EnVision Strategies, LLC. She holds Three decades of experience transforming schools and businesses to high performing organizations. Additionally she is a featured speaker on “Using Data to Drive Results” and “Choose Now:  How You Wish to Age” at numerous conferences in Missouri and Texas. She believes that the longer life expectancies are reshaping retirement, so it is critical to approach the second half of life in alternate ways; therefore, she provides informational meetings on the Longevity Planning resource wheel, Long-Term Care options, Legal Shield.ID Shield protection, and Life Insurance-renting vs. owning.

 

 

 

 

 

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