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Text Content

A division of Resurgent Financial Advisors

 * ABOUT
 * WHY ENCOMPASS?
 * SERVICES
 * RESOURCES
 * CONTACT

HELPING YOU PURSUE YOUR LIFE GOALS

WE OFFER OUR CLIENTS THE HIGHEST VALUE WE BELIEVE POSSIBLE, A PERCEPTION THAT
BECOMES IMMEDIATELY CLEAR WHEN ONE ASKS THE BEST AUTHORITY ON OUR WORTH: THE
CLIENTS WE SERVE.

Why Encompass?

SERVING YOUR FINANCIAL NEEDS FOR OVER 30 YEARS

WE OFFER OUR CLIENTS THE HIGHEST VALUE WE BELIEVE POSSIBLE, A PERCEPTION THAT
BECOMES IMMEDIATELY CLEAR WHEN ONE ASKS THE BEST AUTHORITY ON OUR WORTH: THE
CLIENTS WE SERVE.

Our Services
Our Services

EXPERIENCED LEADERSHIP AND DIRECTION

DEDICATED TO MEETING THE COMPREHENSIVE FINANCIAL NEEDS OF OUR CLIENTS, ENCOMPASS
OFFERS LONG-STANDING EXPERIENCE SUPPORTED BY WORLD-CLASS RESOURCES TO HELP YOU
PURSUE YOUR LIFE GOALS.

About Us
About Us

HELPING YOU PURSUE YOUR LIFE GOALS

WE OFFER OUR CLIENTS THE HIGHEST VALUE WE BELIEVE POSSIBLE, A PERCEPTION THAT
BECOMES IMMEDIATELY CLEAR WHEN ONE ASKS THE BEST AUTHORITY ON OUR WORTH: THE
CLIENTS WE SERVE.

Why Encompass?
Why Encompass?

SERVING YOUR FINANCIAL NEEDS FOR OVER 30 YEARS

WE OFFER OUR CLIENTS THE HIGHEST VALUE WE BELIEVE POSSIBLE, A PERCEPTION THAT
BECOMES IMMEDIATELY CLEAR WHEN ONE ASKS THE BEST AUTHORITY ON OUR WORTH: THE
CLIENTS WE SERVE.

Our Services




INFORMATION

 * Mission Statement
 * About Encompass
 * Focus Areas
 * Resources

OUR PURPOSE IS TO MAKE A MEANINGFUL DIFFERENCE IN OUR CLIENTS' LIVES. WE STRIVE
TO ACCOMPLISH THIS BY:

 * Utilizing our special skills that have been cultivated through years of
   practical experience, formal education, and professional development
 * Listening and understanding our clients' current situations, goals, fears,
   dreams, and aspirations
 * Designing, implementing, and servicing customized multigenerational financial
   strategies

More Information

Michael Perros of Encompass Financial Advisors (located in Danville, Kentucky)
has been serving the financial needs of individuals and their families,
businesses, non-profit organizations, and associations for more than 30 years.

The company provides financial planning, asset allocation, investment
management, investment advisory, investment banking and related financial
services. Encompass Financial Advisors offers experienced leadership in the
direction and oversight of the plans developed for every client.

More Information

We have identified 13 essential focus areas that we feel must be addressed in
the lives of most of the people we serve. Some of these focus areas may not
presently apply to your situation. You may also have multiple focus areas, and
you can prioritize the order of importance as you choose to address them.

It is important that you include all members of your professional team in the
planning process, including your attorney, tax professional, and financial
advisor.

More Information

The Encompass Financial Services resource center provides you investor access
links, financial planning articles, and commonly used financial planning forms.

Retirement Solutions - Investing for Your Financial Future Introducing the
Fundamentals of Financial Planning Visualize Your Future - The Fundamentals of
Financial Planning

Resource Center

WELCOME TO ENCOMPASS FINANCIAL ADVISORS

We offer our clients the highest value we believe possible, a perception that
becomes immediately clear when one asks the best authority on our worth: the
clients we serve.

Dedicated to meeting the comprehensive financial needs of our clients, Encompass
offers long-standing experience supported by world-class resources to help you
pursue your life goals.

SERVICES PROVIDED

Comprehensive Financial Planning
College Savings Plans
Asset Management
Corporate & Individual Retirement Plans
Retirement Planning
Corporate Executive Services
Investment Options

More Information

WHY ENCOMPASS?

FINANCIAL ADVICE IN THE HEART OF THE BLUEGRASS REGION

Like a good physician, we know that listening is the best diagnostic tool in
determining a client's needs and wants. From the first day a client walks in the
door, listening is at the core of our approach in understanding their unique
needs.

In order to provide the best level of service we can, we carefully limit the
number of clients we serve. Since quality can be compromised by ambition and
growth beyond the core of one's business, our focus remains on quality.

More Information


ENCOMPASS WEALTH MANAGEMENT FOCUS AREAS

We have identified 13 essential focus areas that we feel must be addressed in
the lives of most of the people we serve. Some of these focus areas may not
presently apply to your situation. You may also have multiple focus areas, and
you can prioritize the order of importance as you choose to address them. It is
important that you include all members of your professional team in the planning
process, including your attorney, tax professional, and financial advisor.

INVESTMENTS

Provide an asset allocation and portfolio review.

INVESTMENTS

Provide an asset allocation and portfolio review.

Close

INSURANCE

Assess your life, disability, and long-term care insurance needs...

INSURANCE

Assess your life, disability, and long-term care insurance needs in evaluating
existing insurance.

Close

LIABILITIES

Take into consideration your liabilities and net worth.

LIABILITIES

Take into consideration your liabilities and net worth.

Close

QUALIFIED RETIREMENT PLAN/IRA

Review current contribution amounts, investment alternatives...

QUALIFIED RETIREMENT PLAN/IRA

Review current contribution amounts, investment alternatives, and plan limits.

Close

STOCK OPTIONS

Prepare an exercise strategy for qualified and non-qualified...

STOCK OPTIONS

Prepare an exercise strategy for qualified and non-qualified stock options.

Close

BUSINESS SUCCESSION PLANNING

Work with attorney to develop a succession plan designed...

BUSINESS SUCCESSION PLANNING

Work with attorney to develop a succession plan designed to meet client's stated
goals.

Close

DURABLE POWER OF ATTORNEY

Discuss existing Powers of Attorney, so financial advisor knows...

DURABLE POWER OF ATTORNEY

Discuss existing Powers of Attorney, so financial advisor knows who is Agent and
when Agent may serve.

Close

GIFTING TO CHILDREN/DESCENDANTS

Assist in determining charitable gifting goals and identify...

GIFTING TO CHILDREN/DESCENDANTS

Assist in determining charitable gifting goals and work with attorney to
identify opportunities for wealth transfer to heirs.

Close

LIFETIME CHARITABLE GIFTING

Assist in determining charitable gifting goals and work...

LIFETIME CHARITABLE GIFTING

Assist in determining charitable gifting goals and work with attorney to
identify possible charitable gifting strategies.

Close

TITLING OF ASSETS

Review current titling of assets with client and attorney...

TITLING OF ASSETS

Review current titling of assets with client and attorney to determine if
appropriate to help meet client's estate planning objectives.

Close

EXECUTOR/TRUSTEE

Discuss existing executor/trustee designations in light of...

EXECUTOR/TRUSTEE

Discuss existing executor/trustee designations in light of client's distribution
goals.

Close

DISTRIBUTION PLAN AT DEATH

Assist client in identifying family wealth transfer goals...

DISTRIBUTION PLAN AT DEATH

Assist client in identifying family wealth transfer goals and objectives and
work with client's attorney in implementing estate planning documents.

Close

CHARITABLE GIFTING AT DEATH

Assist attorney in determining gifting strategies to help meet...

CHARITABLE GIFTING AT DEATH

Assist attorney in determining gifting strategies to help meet client's
charitable goals at death.

Close

NEWSLETTER

Sign up for our email newsletter

Your Email
Subscribe
Subscribe

LINKS

 * Home
 * About Us
 * Why Encompass?
 * Services
 * Resources
 * Contact Us

 * 
 * 

CONTACT

(859) 236-2339
info@resurgentadvisors.com
Investor Access
Investor Access


Advisory services offered through Resurgent Financial Advisors LLC. Form CRS
(Relationship Summary)

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