Encore Financial Group, LLC is a licensed registered investment advisor providing fee-only investment consulting and financial planning services to individuals and families.
What’s unique about our fee-only model? We are compensated on an hourly or project basis for the advice we provide. We do not sell products — there are no commissions, sales charges or referral fees. We believe this allows us to offer advice that is focused on your needs as our client, and which is truly in your best interest.
Fee-only models are an attractive approach for self-directed investors who may simply want a second opinion on their investment or financial affairs, for young couples and individuals just starting to build their future, for middle-income families who may not have sufficient account minimums to work with certain firms, or for those desiring professional advice on specific financial concerns.
The process typically begins with an initial complimentary meeting in which we get acquainted and discuss your objectives. This will help us determine if the chemistry is right for us to continue working together.
Once a decision is made to move forward, we’ll create an engagement letter detailing the services you desire, including an estimated fee range. You will be asked to provide information about your personal and financial situation. After further work and analysis, which may include additional meetings, you’ll receive specific advice and recommendations. You may be comfortable implementing the recommendations on your own, or you may decide you’d like help in implementing and monitoring the elements of your plan.