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"excerpt": " Encore Wealth Advisors 0 Skip to Content Blog Schedule a Call Open Menu Close Menu Blog Schedule a Call Open Menu Close Menu Blog Schedule a Call Live a Free and Inspired Life Timeless Financial Wisdom for Uncertain Times Schedule a Call ❖ A Clear Plan ❖ An Experienced Guide ❖ A Positive Future Do you struggle with: having to figure it out all on your own not having a clear plan for the future losing money to taxes, inflation and commissions Why choose Encore Wealth Advisors Fee-Only Fiduciary We do not receive commissions from selling products or receive referral fees. Tax-Focused Advice We consider and advise on important tax ramifications with the goal of minimizing taxes. Comprehensive Planning We provide integrated advice on investments, insurance, tax, retirement, and estate planning. Schedule a Call Many of our clients have struggled with difficult life transitions. We have over 20 years experience guiding hundreds of clients through life's changes with empathy and care, easing difficult transitions in an uncertain and rapidly changing world. How It Works 1 Intro Call This call helps you to understand how we work and whether we are a good fit for you. 2 Discovery Session We are committed to truly understand your unique needs and goals. We go beyond finances to understand what matters most to you. 3 Strategy Session We appreciate that your financial path is profoundly personal. Guided by timeless financial wisdom, we craft a custom strategy that helps you to live a free and inspired life. Schedule a Call Our Fees Our minimum annual fee is $12,000. Our fee is calculated based on your net worth, income and the complexity of your situation. By viewing all aspects of your financial life as a unified whole (taxes, insurance, investments, estate planning), we can often end up saving you significantly more than our fee. There is no charge for the initial discovery process. Schedule a Call About Us Many people make poor financial decisions because they are only offered one size fits all solutions from someone who is selling insurance or financial products. Encore Wealth Advisors utilizes a client centered approach that goes beyond finances to understand what matters most to you. Guided by timeless financial wisdom we create a custom strategy that helps you to live a free and inspired life. Schedule a Call Newsletter Block This newsletter signup form needs a storage option. Edit the block and enter a storage location via the Storage tab. Download Our Free Guide: 5 Pearls of Timeless Financial Wisdom First Name Last Name Email Address Get Free Guide Thank you! (520) 235-6985 (Pacific Time Zone) | mark@encorewealthadvisors.com © 2024 Encore Wealth Advisors. View Disclosure. All rights reserved. Design by StorySite . ",
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