Retirement Planning

Experienced Retirement

Planning Services

Welcome to Encompass Advisory Services, where we specialize in providing the personal touch for your retirement planning needs. Our team of experienced financial advisors, including Dr. Jason W. Ceyanes, Sr., CFP® professional and Dr. Derek J Sensenig, Certified Financial Planner™ professional is dedicated to helping individuals and families navigate the complexities of retirement planning, such as optimal timing for social security, forethought towards future medical expenses, and guiding wise retirement spending to ensure a secure and prosperous future. As a fiduciary, we prioritize your best interests, offering tailored strategies and personalized advice that align with your unique financial goals.

Invest with Confidence:
Our Expertise, Your Success.

Invest with Confidence: Our Expertise, Your Success.

Why Retirement Planning Matters

Retirement is a significant milestone in everyone's life. It marks a transition from the years of hard work to a period of relaxation and enjoyment. The accumulation phase is like climbing up the mountain and retirement is like coming down the mountain. In climbing, most injuries happen while traveling down the mountain. Similarly, the biggest risks and mistakes occur during your retirement years. Without proper planning, this phase can be filled with uncertainty and financial stress. That's where Encompass Advisory Services comes in to assist you.

Comprehensive Retirement Planning Solutions

At Encompass Advisory Services, we understand that retirement planning goes beyond simply saving money. It involves a holistic approach that considers factors such as your desired lifestyle, healthcare expenses, inflation, and unforeseen circumstances. Our team takes the time to listen to your aspirations, concerns, and goals, enabling us to create a comprehensive retirement plan customized just for you.

Our team of financial advisors, including Dr. Jason W. Ceyanes, Sr., Certified Financial Planner™ professional and Dr. Derek J Sensenig, CFP® professional is committed to upholding the highest industry standards. With their extensive knowledge and expertise, we guide you through every aspect of retirement planning, ensuring that your financial strategies are well-suited to your unique circumstances. Whether you're just starting to save or already close to retirement, our advisors offer the guidance and support you need to make informed decisions.

As fiduciaries, we are legally obligated to act in your best interests. This means we put your needs ahead of our own, ensuring transparency and integrity in all our recommendations. You can trust that our advice is unbiased and focused solely on helping you achieve your retirement goals.

Our Retirement Planning Process

At Encompass Advisory Services, we follow a systematic approach to retirement planning:

Discovery: We begin by getting to know you, your financial situation, and your retirement aspirations. This helps us gain a comprehensive understanding of your goals and objectives. This also allows you the opportunity to get to know us and ask us questions so that you fully understand the benefits of working with us.

Analysis: Our team analyzes your current assets, income, expenses, and risk tolerance to identify potential gaps and areas for improvement.

Strategy: Based on our analysis, we develop a personalized retirement strategy that considers your risk tolerance, time horizon, and desired lifestyle. We also take into account tax-efficient strategies and investment opportunities.

Implementation: Once you're comfortable with the proposed plan, we help you implement it, working closely with you to ensure a smooth transition.

Ongoing Monitoring: Retirement planning is not a one-time event. We regularly review and monitor your plan, making adjustments as needed to accommodate any changes in your circumstances or market conditions.

Retirement planning is a complex and crucial process that requires expertise and a thorough understanding of your financial goals. As a leading provider of retirement planning services, Encompass Advisory Services is here to help you navigate this journey with confidence. We are ready to guide you towards a secure and prosperous future. Contact us today to schedule a consultation and take the first step towards a worry-free retirement.

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