Comprehensive Financial Planning

A road map can show you the best way to get where you want to go. In pursuing financial goals, the same can be said of a solid plan of action.

Encompass Financial Advisors know how to use the tools necessary to allow you to effectively assess your current financial situation and create a plan of action to help meet your needs and objectives.

The investment planning process provides the investor the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to pursue stated long-term financial goals.

Retirement Income Planning

Planning for retirement is a key component of long-term financial success. With higher contribution limits and expanded options, IRAs and 401(k)s remain essential tools.

Whether choosing a Traditional or Roth IRA, each offers unique benefits tailored to your goals. Encompass Financial Advisors help individuals evaluate strategies and guide businesses in creating effective retirement plans.

Our team collaborates with companies to align retirement offerings with HR initiatives, simplify plan administration, and provide employees with meaningful retirement solutions.

Asset Management

Managing investment assets forms the cornerstone of successful long-term wealth building and preservation.

In this ongoing accumulation phase, it is critically important that clients maintain properly diversified portfolios that align with their individual objectives and risk capacity.

We understand clients cannot afford to see their financial futures derailed by inappropriate investment strategies or lack of professional oversight.

Therefore, we approach asset management with comprehensive analysis, ongoing education, and disciplined rebalancing to help ensure that investment decisions support each client's evolving circumstances.

To ultimately work toward sustained growth and long-term financial security.

Collage Savings Plan

One of the most important decisions families face is how to effectively save for a child's or grandchild's education.

In this education funding phase, it is critically important that families properly structure their savings plans to best suit their goals within their risk tolerances.

We understand families do not have the time or the means to recover from poor investment choices or tax penalties due to improper planning.

Therefore, we approach this phase in our client's life with a great deal of listening, educating, and planning in order to help ensure that education savings strategies are pursued with appropriate expectations.

To ultimately work toward making quality education accessible and affordable.

Investment Options

A wide variety of investment tools are available to the financial advisors at Encompass Financial Advisors, including separately managed accounts, mutual funds, annuities and insurance. Professionals from Encompass Financial Advisors seek not to be in the business of selling, rather, they focus on using the appropriate tools to help meet the specific needs of their clients.

Retirement Planning

One of the most important decisions clients face during their lifetime is how to handle their retirement assets at retirement.

In this asset distribution phase, it is critically important that clients properly structure their retirement funds to best suit their needs within their risk tolerances.

We understand clients do not have the time or the means to recover from inordinate losses due to excess risk.

Therefore, we approach this phase in our client's life with a great deal of listening, educating, and planning in order to help ensure that what is asked for is pursued with appropriate expectation of return.

To ultimately work toward a comfortable retirement.