Encompass Financial Planning, Inc. is a state-registered investment adviser focused on improving clients’ lives through comprehensive financial planning. The firm describes financial planning as a process for determining whether and how people can meet their life goals through thoughtful management of their financial resources.

Its services include comprehensive financial planning, investment planning, risk planning, small business retirement planning, and a financial life checkup. The planning areas highlighted on its website include college, tax, insurance, investment, retirement, and estate planning. Encompass also provides a Financial Life Check-Up Questionnaire to help clients review their financial picture.

The firm is registered in Oregon, Washington, and Nevada, and lists phone numbers for Oregon and Nevada. Its website provides general information about its products and services, but clarifies that its content is not personalized investment advice. Personalized advice is available only through one-on-one communications and where the firm is registered, has filed notice, or is otherwise permitted to conduct business