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ARE YOU OVER 50 WITH AT LEAST $1,000,000 SAVED… AND HAVE CONCERNS?

What products & services are right for me?

How do I manage cognitive decline?

Who can I trust for good advice?

How can I manage taxes in retirement?

Am I missing anything?

Is an advisor worth paying for?

What do I do if my spouse isn’t as savvy as I am?

Is my plan aligned with my taxes?

How should I be investing right now?

We can help. Get started in 3 easy steps

Review our Services, Process, & Pricing

Request an initial meeting to determine if we’re a good fit

Join the movement toward true professional advice

Don’t Settle for Less

The Process

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1. INTRODUCTION CALL

This is a complimentary video call to learn more about your life, family, and your most important goals. We review tangible examples of the financial planning process and mutually define expectations.

This call clarifies whether Encore Retirement Planning aligns with your personal needs.

2. TRANSPARENT AGREEMENT

3. DATA ORGANIZATION

We must understand where we are before determining where to go and how to get there.

During this step we compile and organize your financial information using a confidential online dashboard. To gain an understanding of your current financial landscape, we summarize each planning topic area.

Here is a sample data gathering checklist. It provides an example of the financial information that may be requested.

4. REVIEW & SCENARIO CREATION

6. PLAN PRESENTATION

7. IMPLEMENTATION & FOLLOW-UP

8. CRUISING ALTITUDE

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 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

You’ve seen the process, now

Check out our Services

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