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.