Empowering Your Financial Future with Personalized Guidance
Business & Succession Planning
Your team counts on you for another successful season. How you invest depends on how much risk you can handle and your wish to help your team grow. Encompass helps you grow wealth while growing your business. We help you make smart decisions that benefit your company.
Associations & Non-Profits
The legal and tax rules can be confusing. As an association or non-profit, you follow different rules from regular businesses. We help you navigate these challenges. Our team is experienced in working with large groups in the association world.
We focus on your organization’s needs and provide financial education to your employees to help them make better choices.
Families & Generational Wealth
Whether you’re starting your family or guiding the next generations, your traditions and wealth should be passed down carefully and with intention. Joining us gives you access to experienced financial professionals and a full range of tools and services to support your legacy.
Spectrum of Solutions
Every Piece. Every Person.
The Four Cornerstones of your financial life: financial, investment, protection, and tax planning, across everything we do.
Individuals & Families
- Cash Flow & Net Worth Analysis
- Retirement Planning & Income Strategies
- College Funding Strategies
- Customized Risk-Adjusted Investment Management
- Alternative Investments
- Portfolio Lending
- Cash Management
- Life, Disability, and Long-Term Care Insurance
- Estate & Wealth Transfer Planning
- Trust Services
- Charitable Giving Strategies
- Life-Stage Planning, from starting a family through legacy planning
Business Owners
- Business Valuation & Worth Diagnostics
- Exit Planning & Succession Strategy
- Buy-Sell Agreement Funding
- Key Person Protection
- Business Risk Mitigation
- ESOP (Employee Stock Ownership Plan)
- Stage-Specific Planning: Start-Up, Growth, Maturity, Transfer
Employers
- Executive Compensation & Retention (Stay Bonus, NQDC, SERP)
- Group Benefits (Medical, Dental, Disability, Life)
- Retirement Plan Design (401(k), Profit Sharing, SEP/SIMPLE)
- Employee Financial Education Workshops
How We Work With You
Your first 30 days follow a clear path, so you always know where you are and what comes next.
- 1
Engagement Meeting
Day 1
- 2
Data Gathering Meeting
Days 7–14
- 3
Analyze & Strategize
Days 15–28
- 4
Plan Presentation
Day 30
- 5
Implementation
Day 30+
The Ongoing Planning Relationship
Personalized and timely, revisited each quarter as your goals and life evolve.
Q1
Financial Planning Topics
Q2
Investment Planning
Q3
Protection Planning
Q4
Year-End Tax Planning