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tax-smart
Here’s a sample of what you get when you choose Encore Retirement Planning:
Retirement Planning Done Well
Yearly “Encore Tax Planning” ensures your taxes are known and managed before the end of the year.
Clarity over fees.
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
Who is Encore Retirement Planning right for?
What’s The Process?
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Review the Services, Process, & Pricing
Take a test drive
The written assessment will let you see the quality of insight you’re in for.
Professional help for retirement savers aged 50+:
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Lower Taxes in Retirement
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Manage Investment Risk in Volatile Markets
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Create Tax-Efficient Income
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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
Does your plan have blind spots?
Sign up for my monthly newsletter and I’ll send you my retirement planning rubric to help you plan smarter.