Serving Middle America
There are a lot of financial advisors out there. And sometimes it’s pretty hard to distinguish one from another.
Encompass More stands out in the crowd.
We serve those who serve others—the teachers, professors, first responders, city planners and others who make our communities great.
We represent a change in the way these people retire, giving them many of the same options that often seem accessible only by the wealthiest.
We promise more—and we work hard to deliver it. More service, more education, more communication. All that can add up to more peace of mind.
We offer transparency. We don’t hide our fees, and we outline the services included. Our recommendations—as a result—are straightforward.
As Investment Advisor Representatives, we’re under fiduciary obligation. That means, at all times, we must place our clients’ interests ahead of our own. Always.
We meet our clients where they are. If that means sitting at a desk designed for a kindergartener so we can help the teacher plan for the future, that’s what we do; meet virtually when convenient for you? You bet.
We work hard to understand each client’s goals, aspirations, and life complications before we make recommendations.
We believe that a plan that gets you to retirement is great. Having a plan to get through retirement is even better. That’s the real goal.
We always show up. We answer the message; we make good on our promises.
We like to have fun. And we want you to have fun too. That’s basically what a successful retirement plan is about—the financial stability to have some fun when you finally don’t have to worry about work.
We’re stewards of
Like the way More sounds?