enCOMPASS PRODUCTS & SERVICES

As a comprehensive wealth management firm, enCompass is positioned to provide guidance on your carefully thought-out wealth accumulation, preservation and transfer plans. We understand that wealth management is a process, not a sale. To effectively address all matters related to wealth management requires not only a broad array of services and products, but the inclusion of your other trusted professionals and non-affiliated specialists when appropriate.

Some of the key areas in which we can assist you include:

• Comprehensive Financial Planning
• Retirement Planning
• Estate Planning
• College Funding
• Charitable Gift Planning
• Investment Management
• Executive Compensation Issues
• Concentrated Stock Monetization & Hedging Strategies
• Stock Option Management 
• Variable & Fixed Annuities
• Pension/Defined Benefit Plans
• Defined Contribution Plans
• Life/Disability/Health Insurance
• Long-Term Care Insurance
• Key Man Insurance/Business Succession Plans
• Special Situations