281.843.4474

Services – New

Personalized strategies,
plans with purpose.
START PLANNING

Our Services

Everything that matters to you matters to us.
Investments & Portfolio Allocation

Your money should work for you in ways that that align with your values. We can design a custom portfolio that matches your risk tolerance while steering clear of organizations and agendas you don’t support.

Let's Meet

We help business owners with retirement plan options like SEP IRAs, Solo 401(k)s and Simple IRAs. Whether you’re self-employed or running a small team, we can help you choose the right plan.

Let's Meet
We offer comprehensive education on annuity types including fixed, variable and indexed annuities. Based on an analysis of your financial goals, we can tailor our recommendations toward what may be right for you. We conduct extensive research and comparisons of annuity products from multiple providers, and we transparently present the benefits, terms and conditions of each product considered.
Let's Meet

Safeguarding your wealth and family is our priority. We’ll help you establish the right protections, preserving your hard-earned assets for future generations.

Let's Meet

We believe every one of our clients deserves an income retirement plan. We’ll work side-by-side with you to create and deliver a strategy that speaks to your specific goals and needs.

Let's Meet

The core services of long-term care include personalized long-term care assessments, identification and comparison of potential insurance solutions, funding strategies to address long-term care needs, asset protection strategies to help safeguard assets while planning for future expenses, and ongoing review of plans to adapt to changes in health status or finances.

Let's Meet
We provide strategic guidance and personalized solutions to help clients optimize their retirement savings. We consider tax efficiency, growth potential and all IRS rules and regulations when presenting rollover options. Our goal is to also help you simplify the management of your accounts.
Let's Meet
A Thoughtful Approach to Process

PHASE ONE

Discovery

We always first want to learn who you are and where you want to go. For our first meeting, we are getting to know you, your life and your financial goals ahead!

LEARN MORE

PHASE TWO

Strategy

Analysis and reviews. We work hard to create unique strategies that make sense for what you want to achieve. This is a time full of information, feedback and strategic options for you to choose from.

LEARN MORE

PHASE THREE

Implementation

After your financial plan begins, we offer periodic reviews, monitoring and adjustments when major life events happen. We’re with you every step forward to offer help and guidance whenever needed.

LEARN MORE

Are you in need of
a financial check up?

  • First time thinking about retirement?
  • Ready to retire?
  • Already retired?
  • Still in the heart of your career & financially motivated?

No matter where you are on your financial health journey, we’re here to help. Think of us as your financial doctor — ready to provide a thorough check-up to assess the health of your retirement strategy and wealth. Contact us so we can diagnose areas that may need strengthening, prescribe strategies to meet your goals and help you stay financially fit for the future.

Disclosure

Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.