It may be your first time planning for retirement
or the long-term care of an elder, but it’s not ours.
We know what you need to prepare for, how, and when.
There are many reasons to grow your wealth - retirement security, improved lifestyle, leaving a legacy. Whatever your goal, we can help you both preserve and grow your assets.
After a thorough analysis of your short- and long-term objectives, current portfolio, and risk tolerance, we provide a tailor-made financial plan that includes everything from low-cost, institutional investment products, asset allocation, access to premium portfolios, education planning, taxes, estate planning, and commission-free insurance.
Because the market is constantly changing, we regularly review your portfolio and are open to discuss your strategy 24/7.
When will you have enough to retire? How can you optimize your social security benefits? Who will take care of your pets after your passing?
These are just some of the common questions and concerns we solve at Encompass Advisors. Alongside your family and other trusted advisors, we can work with you to create a strategy for retirement and your legacy that aligns with your values.
We provide guidance on multiple retirement accounts, IRA and 401(k) management, charitable estate planning, estate planning advice, and guidance on other retirement topics.
How should you invest your 401(k)?
It’s no secret that handling your own 401(k) can be time-consuming, confusing, and stressful. We can help you manage your assets as a held-away account to ensure that your 401(k) is always working for you.
When we manage your 401(k), we scan our databases to analyze your current 401(k) options, propose alternatives with lower fees, and optimize growth. In the past, clients have seen 63% reductions in fees - which means they've been able to save more.
No matter where you are in your financial journey, you likely want to minimize your tax burden. For those in retirement, taxes can make or break your financial stability. Our team can assist you in finding ways to reduce your taxable income, lower your tax rate, or legally delay your tax reporting based on your current situation.
There are numerous ways to reduce your tax burden - including retirement, health savings, and charitable contributions. Working with your CPA or accountant, we can help you to optimize your taxes for the long-term.
Ensuring that you know where your money is going and when it is coming in is essential to successful financial planning. We analyze your spending and income to help you manage your cash flow more effectively.
Clients come to us for help managing inheritances, social security planning, college planning, mortgage decisions, career changes, LGBTQ financial planning considerations, and more.
You will not only gain peace of mind, but also plug potential money leaks, and have a more secure plan for the future.
Founder Jon Green has worked in senior positions on and off Wall Street and has also advised major banks like Barclays Bank, Dai Ichi Bank, and the Industrial Bank of Japan.
Jon Green not only holds degrees in accounting, business, and law, but he is also a certified public accountant, financial planner, and attorney and counsellor.
We are a fee-only firm, registered under the North Carolina Investment Advisers Act. This means we have several investment options, including access to funds you can’t get on your own. And even if you could find them, the buy-in prices are so high that it’s difficult for an individual to get involved.
But since we already have millions invested, we have access to the best portfolio options for your objectives.