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Submitted URL: https://encompassadvising.com/
Effective URL: https://resurgentadvisors.com/encompassadvising/
Submission: On July 25 via api from US — Scanned from CA
Effective URL: https://resurgentadvisors.com/encompassadvising/
Submission: On July 25 via api from US — Scanned from CA
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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. 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