Investments
Provide an asset allocation and portfolio review.
Michael Perros of Encompass Financial Advisors (located in Danville, Kentucky) has been serving the financial needs of individuals and their families, businesses, non-profit organizations, and associations for more than 30 years.
The company provides financial planning, asset allocation, investment management, investment advisory, investment banking and related financial services. Encompass Financial Advisors offers experienced leadership in the direction and oversight of the plans developed for every client.
We have identified 13 essential focus areas that we feel must be addressed in the lives of most of the people we serve. Some of these focus areas may not presently apply to your situation. You may also have multiple focus areas, and you can prioritize the order of importance as you choose to address them.
It is important that you include all members of your professional team in the planning process, including your attorney, tax professional, and financial advisor.
The Encompass Financial Services resource center provides you investor access links, financial planning articles, and commonly used financial planning forms.
| Retirement Solutions - Investing for Your Financial Future | |
| Introducing the Fundamentals of Financial Planning | |
| Visualize Your Future - The Fundamentals of Financial Planning |
We offer our clients the highest value we believe possible, a perception that becomes immediately clear when one asks the best authority on our worth: the clients we serve.
Dedicated to meeting the comprehensive financial needs of our clients, Encompass offers long-standing experience supported by world-class resources to help you pursue your life goals.
Like a good physician, we know that listening is the best diagnostic tool in determining a client's needs and wants. From the first day a client walks in the door, listening is at the core of our approach in understanding their unique needs.
In order to provide the best level of service we can, we carefully limit the number of clients we serve. Since quality can be compromised by ambition and growth beyond the core of one's business, our focus remains on quality.
We have identified 13 essential focus areas that we feel must be addressed in the lives of most of the people we serve. Some of these focus areas may not presently apply to your situation. You may also have multiple focus areas, and you can prioritize the order of importance as you choose to address them. It is important that you include all members of your professional team in the planning process, including your attorney, tax professional, and financial advisor.