...for a straightforward flat fee

retirement plan

tax-smart

have a

Mark & Jenn finally

As Featured In

Here’s a sample of what you get when you choose Encore Retirement Planning:

Retirement Planning Done Well

Clarity over fees.

An “Encore Tax Planning ritual” to ensure your taxes are known and managed before the end of the year. 🤠

Confident retirement spending with adjustments as things change.📈📉

No more telephone-game-tax-advice. 📞🤷You’ll never hear “Talk to your accountant” again. Encore Tax Service offers integrated tax advice to every retirement planning client.

Not just a fiduciary. A highly-qualified fiduciary. Have confidence knowing you’re working with a:
🤓Certified Financial Planner (CFP®)
🤓Chartered Financial Analyst® (CFA)
🤓IRS Enrolled Agent (EA)

Bespoke advice in writing. ✒️ No guessing or trying to remember why you’re doing what you’re doing.

💪 An intellectual gym buddy to who will go the extra mile.
(the idea gym, that is)

Absurdly low advisor-to-client ratios:
🙅Big box company: 1 to 350
🙆Encore: 1 to 60 (max)
You feel the difference.

A golden opportunity. When I reach 60 clients, the doors close. Time is ticking to schedule an introduction. 🕰️

Blind spots banished through process-driven retirement planning. Review the rubric here. ✅

Take a test drive! 🚗
Get a free retirement assessment after your introductory meeting!

Did I mention I do your taxes too? The reasonable costs of tax preparation and filing are covered by your advisory fee 😲

Don’t Settle for Less

Get started in 3 easy steps

Review the Services, Process, & Pricing

Schedule an introductory meeting

See if we have that spark

Take a test drive

I’ll create a tax and investment assesssment for you to see the quality of insight you’re in for.

The Process

Click through each tab

1. EXPLORE

This is a complimentary video meeting you will schedule with me to get to know you and your broader goals, to review Encore’s planning approach and fee structure, and answer any general questions you have. At the end of the meeting we will know if we’re a good fit for each other.

PLANNING AGREEMENT

If we’re a good fit for each other, it’s time to sign the financial planning agreement. It details the topic areas specific to your planning needs. It also outlines our respective responsibilities and the transparent compensation arrangement. Both parties sign this letter, then it’s stored in your confidential vault. This doesn’t open accounts, transfer assets, or start any billing. It’s simply required for compliance so we can continue our conversation.

2. DISCOVERY

3. PLANNING

4. ACTION

After the plan presentation, you are encouraged to ask questions to clarify the path forward.

Next, we put in place any or all of the financial planning recommendations.

After finishing the planning and implementation steps, you can refine your plan when things inevitably change. We check in during the spring and fall each year to refine your plan, get ahead of law changes, and take proactive steps to enhance your life.

I take a personal interest in all my clients’ lives. I want to be there for your victories and inevitable challenges.

Professional help for retirement savers aged 50+:

Lower Taxes in Retirement
Manage Investment Risk in Volatile Markets
Create Tax-Efficient Income
Keep Sharp, Even if You’re Not

Matthew Argyle, CFA®, CFP®, EA

Your Retirement Planning Partner

Chartered Financial Analyst® (CFA)
Certified Financial Planner™ (CFP)
IRS Enrolled Agent (EA)
BS Economics – University of Utah

Hi, I’m Matt. I founded Encore Retirement Planning and Encore Tax Services to raise the standards for professional retirement planning.

When you work with Encore, you’ll enjoy:

Peace of mind – You’re working with an independent fiduciary
Confidence – I’m a retirement specialist
Convenience– Get qualified tax expertise under the same roof
Transparency – One easy-to-understand flat fee

Now, check out all of

The Services

As Featured In

Retirement Planning Done Well

Don’t Settle for Less

Get started in 3 easy steps

Review the Services, Process, & Pricing

Schedule an introductory meeting

Take a test drive

The Process

Professional help for retirement savers aged 50+:

Lower Taxes in Retirement

Manage Investment Risk in Volatile Markets

Create Tax-Efficient Income

Keep Sharp, Even if You’re Not

Matthew Argyle, CFA®, CFP®, EA

Does your plan have blind spots?