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