Retirement
To Retire Or Not To Retire, That Is The Question — Isn’t It?
January 29, 2025
Deciding when to retire dictates the rest of your life.
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One can sell you funds with a commission attached - regardless of how profitable that fund is.
The other is legally and ethically required to present you with the best fund possible and protect your interests.
In practice, this means you’ll experience complete transparency in every aspect of your financial plan. And you’ll have access to high-quality funds and assets that brokers, commission-based, or fee-based advisors can’t offer you.
As a fee-only Registered Investment Advisor (RIA) firm under the North Carolina Investment Advisers Act, those of us at Encompass Advisors are held to the fiduciary trust standard, which legally requires us to act in your best interest.
We seamlessly coordinate with your attorney, CPA, and other trusted advisors to ensure that your financial strategy is comprehensive.
Our clients focus on the long-term. And so do we. Regardless of your current financial state and what life-milestones you’ve crossed, you believe in preparing for the future.
Family can mean many things.
For some, it’s a spouse and two children. To others, it’s just a life partner or their loved pets. Our clients care about those closest to them and want to ensure they are financially stable.
Many of our clients are out of the rat race and are looking to support alternative lifestyles or career changes. A secure financial foundation helps them to live the life they want.
We work with individuals who care understand the difference between value and a “good enough” deal. We want only the best for our clients, and they know what it looks like.
Whether you are just starting your career or you are moving up the corporate ladder, you don’t have time to investigate every potential income opportunity. Our clients have peace of mind and less work on their plate when they can depend on our analysis.
Most of all, our clients prize integrity. They understand that objective advice trumps any “get rich quick” scheme and know that brokers aren’t required to give them the best counsel.
As a Registered Investment Advisor (RIA) firm, we have access to high-quality assets called institutional funds that you cannot see at a self-service brokerage.
With already over $5 million invested, we can offer investments for a fraction of the full share price. These assets usually provide the potential for lower fees, greater security and better returns.
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