The Encompass Edge
- The 25th Hour
- Team Sport
- Simplification
- Continuity Among Generations
- Compromise
- Cost Efficient & Tax Smart
Our 7 Pillars of Life Planning & Wealth Management
Retirement Planning
Estate Planning
Investment Management
Liability & Lending Review
Insurance Review
Saving for Education
Charitable Giving Strategies
Competence Meets Compassion
When selecting a surgeon, you don’t want to have to choose between skill and bedside manner. The same concept is true for your financial advisor.
At Encompass, our mission is to enrich people’s lives by providing excellent financial advice and customer care. We adhere to the fiduciary standard, which legally requires us to do everything in the client’s best interest. Throughout the financial planning process, you can have confidence that our experienced team of wealth professionals is providing you with sound financial advice that is free of any conflicts of interest.
Sound familiar?
Some common financial questions you may be asking yourself...
- Do my attorney, financial advisor, and CPA know anything about one another?
- What’s the plan if something happens to me?
- Do I have a plan that I can manage and stick with long-term?
- Am I prepared to live off my assets without fear of running out?
- Are my investments too risky, or not aggressive enough?
With any and all of these questions,
Encompass is here to help.
