Serving Investors

The hardest thing about starting a new habit is the first few steps.

And that’s especially true when you’re talking about saving for retirement. Investing for your future is really pretty simple; getting started is the tricky part. Finances, savings plans, budgeting: that can be intimidating stuff.

Are you ready to take that first step?

Or, have you already started, but you’re not sure if you’re on the right path? That’s where Encompass More comes in.

We’re here to help move you from “worrying about retirement” to “doing something about it.” That’s our specialty – and we’re really good at it.

Here’s how we help you work toward getting more

You make the first call. We answer.

We meet to talk about where you are now and where you want to be when you retire. Big subjects, we know. But hey, we’ll help you figure it out.

We get busy analyzing your unique goals and needs.

We talk money. Yes, we charge a fee for our services. That’s not unusual. What is important is that we will be honest about what we charge and what you get in return.

We meet again, bringing straight-forward, easy-to-understand recommendations with us. And we help you choose the one that best suits your life.

We talk money. Yes, we charge a fee for our services. That’s not unusual. What is unusual is that we will be honest about what we charge and what you get in return.

You live your life, more confident you have a plan in place to help you reach your goal.

We’ll meet from time-to-time to ensure you’re on track. And if you text us with questions or worries, we’ll reply. We won’t ghost you.

As Investment Advisor Representatives,

we’re under fiduciary obligation.

That means—at all times—we must place our clients’ interests ahead of our own

Serving those who serve others

Those of us who work at Encompass More believe you deserve the same shot at a secure and successful retirement that the wealthiest have always had. We strive to offer you the same level of service, the same kinds of retirement platforms they have long enjoyed.

We do this because we believe there’s something honorable about serving those who serve others—people like you who make our communities better places to live.

Ready to get started with More?