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 Questionnaire

As 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.

My Wishes Record Keeper Legacy Planning

Along with the Peace of Mind Checklist is the My Wishes Record Keeper to include specific wishes for your loved ones. 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.

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Sign up for our Economic Update

There is always something new to learn when it comes to finances – new offerings and laws, new concepts. With that in mind, we offer a monthly newsletter with relevant information related to the insurance and finance industries. We welcome you to sign up. For more materials, please see our Education page.
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