Investments
Provide an asset allocation and portfolio review.
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.
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.