Plan your retirement income and taxes with clarity—virtually, anywhere in California.
We meet you where you are—on Zoom or in person—with clear, judgment-free guidance and a process that fits your life.
Free 20-Minute Consultation (Zoom)
Who we help
While we serve a wide range of families, we’re especially helpful to dual-career couples nearing retirement and women navigating major life changes. Our approach works best when there’s more to coordinate—taxes, benefits, and investments working together.
Best fit: households with $500,000+ in investable assets.
How we work-Delivered Virtually
Discover. We learn your story, goals, income needs, and timing.
Design. We map taxes, Social Security, and a simple “paycheck” plan you can follow.
Deliver. We review your one-page plan and outline next steps.
Dedicated. Ongoing guidance, tax check-ins, and plan updates.
We’ll discuss scope and fees during the call/Discovery so you know exactly what’s included before moving forward.
Why Encompass
- Holistic, best-interest planning — Your plan connects investments, taxes, income, risk, and legacy—always in your best interest.
- Tax-first mindset — From Roth ladders to IRMAA buffers, we focus on after-tax outcomes, not just portfolios.
- Education without pressure — Clear explanations and next steps, at your pace.
Proof you can count on
CFP® fiduciary guidance
17+ years serving California families
Backed by Prosperity Capital Advisors research & tools
Women’s leadership through our community education efforts
Security & privacy
Encrypted video meetings
Secure e-signature and custodian portals
Secure file-request links.
We primarily serve California residents and work in other states as permitted.
