What Matters to You?Use this form to let us know what is important to you when it comes to planning your goals.
New Client QuestionnaireAs a new client with Encore Financial Group, we would like to know more about you. Please take a moment to fill out our new client questionnaire. Click below to open the questionnaire.
Peace of Mind Legacy Planning
We created this Peace of Mind Checklist to be a simple tool for organizing the vital documents of your life. Talk to your representative for more information.
Surviving a Loved One
Losing a loved one is hard enough. This checklist helps you understand what to expect next when it comes to finalizing asset distribution.