Investments
Provide an asset allocation and portfolio review.
A wide variety of investment tools are available to the financial advisors at Encompass Financial Advisors, including separately managed accounts, mutual funds, annuities, insurance, and stock options. 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.
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.