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Investment Planning

Encompass Advisors Inc. offers objective, comprehensive advice that will serve you throughout your investment lifetime. We rely on access to the most current resources to help investors achieve success in today's complex marketplace. In short, we provide highly personalized service, broad market research capabilities and customized financial solutions to satisfy your financial needs.

Investment planning takes into account the following:

Your Financial Goals
What do you want to accomplish? How much do you want to invest? How long do you have to invest? What is your tolerance for risk? What are your tax preferences? How does your investment goals relate to your financial plan? What is your cash flow? How much do you spend? These are questions that need to be answered. 

Developing an Asset Allocation Plan
Creating an investment portfolio by identifying which investment vehicles are most suitable for you is the next step in planning your investment strategy. Selecting the proper asset allocation is important for maximizing potential returns while spreading your risk among different types of investments. Proper re-balancing is also key. Buy low and sell high is essential to investment strategy success. 

Your Investment Strategy
Once we've done all the homework, it's time to put our investment strategy to the test. We will offer recommendations for you to consider and monitor on a recurring basis to help ensure success. 

How Your Strategy is Working Over Time
We'll continue to follow your progress and offer adjustments in your investment strategy that will best respond to market fluctuations or lifestyle changes. It's all part of our commitment to help you maximize your investment potential while protecting you from undue risk. On that end, we meet every six months for most clients to ensure action is taken when necessary including re-balancing, tracking to goals, monitoring market conditions and recommending investment changes if necessary.

Some of the investment products we use include: 

  • Stocks 
  • Bonds 
  • Mutual Funds 
  • Exchange Traded Funds 
  • Options 
  • Annuities 
  • IRA Accounts 
  • Life Insurance 
  • Living Trusts 
  • Money Market Accounts 
  • SEP & KEOH Accounts 
  • Simple and 401-K Plans 
  • Tax Deferred Investments 
  • Tax Planning Analysis 
  • Term Life Insurance 
  • Disability Insurance 
  • Variable Universal Life Insurance 
  • 410K, 403B Rollovers 

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