Encore Retirement Planning provides ongoing financial planning, investment management, financial plan creation, hourly engagements, and due diligence for alternative investments. Encore Retirement Planning works with clients to develop and implement financial plans, monitor progress, and recommend changes as needed. The firm also manages investment portfolios based on clients' individual needs and goals. Hourly services are available for limited-scope engagements. Encore Retirement Planning also offers due diligence and placement services for Delaware Statutory Trusts, Real Estate Limited Partnerships, and Oil & Gas Partnerships.
Fee Structure
Encore Retirement Planning offers investment management as part of its ongoing financial planning service. The annual fee is a flat dollar amount, starting at $9,800 per year ($2,450 per quarter), and is determined based on the complexity of the client's situation and the services required. The fee may be adjusted based on the Consumer Price Index. Clients can pay the fee by direct debit, check, credit card, debit card, or electronic funds transfer.