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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. 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 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

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