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Encompass Wealth Management provides expert retirement planning services to help clients secure their financial future. By offering personalized strategies, we guide individuals through every step of retirement preparation, from setting clear savings goals to optimizing income streams in retirement. Our comprehensive approach covers everything from investment management and tax planning to Social Security optimization and risk management, seeking to ensure clients enjoy a comfortable, stress-free retirement.
Tailored investment portfolios designed to align with individual financial goals and risk tolerance.
Strategic allocation of assets across various investment classes to maximize returns and manage risk.
Development of strategies to ensure sustainable income during retirement through diversified investments.
Utilization of tax-advantaged accounts and investments to enhance after-tax returns.
Ongoing assessment and adjustment of portfolios to mitigate market, credit, and interest rate risks.
Access to non-traditional investments such as private equity, real estate, or hedge funds for portfolio diversification.
Coordination of investment strategies with estate plans to ensure a smooth wealth transfer to beneficiaries.
Strategies to maintain appropriate levels of cash and liquid assets while maximizing growth potential.
Investment strategies that align with personal values, focusing on ethical, environmental, and social considerations.
Regular performance reviews and adjustments to ensure alignment with changing market conditions and life goals.
“Navigating your Path to Financial Success”
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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA / SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Encompass Wealth Management are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.