...for a straightforward flat feeretirement planner

tax-smart

Get athan guesswork.Confidence feels better

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Wonder How You Measure Up?

Enter your email and I’ll immediately send you the Encore Evaluation — The same rubric I use in my “Second Look” service.

Most people discover at least one blind spot.

Retirement isn’t just a number or a date. It’s a big change in how you live, spend, give, and sleep at night. It should feel like freedom—but for many people, it brings stress and hard questions.

That’s where I can help.

At Encore, I guide people through this shift. I bring calm to the chaos, with smart planning, clear tax strategies, and real human connection. My goal is to lift weight off your shoulders—not add more.

Here are 12 things my clients say help them feel more at peace, more supported, and more in control.

Take a look, flip a card. See what stands out. And if it feels like a good match, let’s talk.

  • You’ll always know what you’re paying for.

    One flat fee. No percentages. No surprises.

  • Tired of “Ask your accountant”?

    I handle your tax planning too, so you get answers right away.

  • Big-time training, small client list.

    CFP®, CFA®, and EA

    You get my full attention—and the benefit of top credentials.

  • Clear advice, always in writing.

    So you never have to guess why you’re doing what you’re doing.

  • A thinking partner, not just a planner.

    I help you spot smart moves—and avoid big mistakes.

  • A process built to catch blind spots.

    My robust planning process makes sure nothing is missed.

  • Spend without second-guessing.

    Your plan can flex as life does—no guilt, no panic.

  • Don’t wait until April for tax trouble.

    I help you get ahead before it’s too late to fix.

  • Want to test the fit?

    I offer a free Retirement Readiness Brief before you commit.

  • I know your name—and your story.

    When life shifts, you won’t need to catch me up. I already know what matters.

  • There’s a limit for a reason.

    When I hit 60 clients, I stop taking new ones. Simple as that.

  • Tax prep included.

    Your taxes? Filed. Included. Handled.

 

Who is Encore Retirement Planning right for?

What’s The Process?

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Advisory services offered through Encore Retirement Planning, LLC, a registered investment advisor. Tax Services offered through Encore Tax Services. The information presented is for educational purposes only. It is not an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. © Copyright - Encore Retirement Planning