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Our Services

Encourage Financial offers financial planning, income tax preparation, and portfolio management.

Financial Planning

The planning component assists you with advice on topics such as cash flow and budgeting, funding a college education, social security strategies, retirement, risk management, and estate planning, Special Needs planning, among others.

Tax Preparation & Tax Planning Strategies

We can provide advice regarding the minimization of current and future income taxes as a part of your overall financial plan. We have an IRS Enrolled Agent on staff that is available to assist you with the preparation of your personal or business tax return.

Portfolio Management

Our portfolio management provides ongoing supervision of your investment accounts. We balance your tolerance for risk with investment performance for a strategy that's just for you.

CFP®

Enrolled Agent

Our tax professionals have unlimited representation rights before the IRS.

Our planners are CERTIFIED FINANCIAL PLANNER® professionals.

Why We Stand Out From the Crowd

We Have Services That Other Firms Don't Offer.

Independent Fiduciary Advice

Unlike most captive financial advisors who work for a single investment or insurance company, we have the freedom to choose the best solution for you from multiple providers.

Special Needs Planning

Our planners have earned the Chartered Special Needs Consultant® (ChSNC®) designation, which signifies expertise in financial planning for special needs individuals, their families, and caregivers.

Tax Planning and Preparation

Why go to multiple professionals for your taxes and financial planning? We do both. Also, in addition to preparing tax returns, our tax professionals can also represent taxpayers before the IRS.

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