Encore Financial Planning Solution


Encore Financial Solutions was founded on the philosophy of minimizing downside risk. After the dot.com market crash, once was enough. We strive to eliminate market risk and reduce downside risk by using money managers that will move a portfolio to cash when it’s determined necessary.

Insurance and annuities are also used to protect assets, transfer wealth, and provide guaranteed lifetime income. As independent advisors we are able to bring the highest quality services and products to each small business and family situation and small business.

As an Investment Advisory Representative (IAR) my fiduciary responsibility is to put my client’s interest first and foremost. This degree of ethics only comes natural having grown up in a small town in the mid-west where everyone knows who you are.