Your Goal Do the things you love
Our mission provide the tools & knowledge for financial independence
Maximize Spendable Income:
- Distribution planning
- Tax-efficient strategies
- Plan when and how to take Social Security Income
Protect Your Nest Egg:
- Medicare insurance
- Long-term care insurance
- Protect your nest egg
Legacy Planning:
- Final wishes
- Organize your estate
- Estate Planning Strategies*
You’ve spent all these years climbing the mountain toward retirement, as you
reach the summit let us help you climb down safely.
*Estate Planning services provided in conjunction with your licensed legal advisor.
Our Mission
At Encore Financial Group, we are dedicated to helping members of our community achieve and maintain financial independence. We do this via a holistic approach to reducing risk, offering asset preservation and growth opportunity strategies and potential growth opportunities for our clients who love their family and are serious about their money.