Encourage Financial is an Atlanta-based financial planning and tax preparation firm serving working families, individuals with special needs, businesses, and nonprofits. Its services are designed to help clients make informed decisions and pursue greater financial security through coordinated advice and ongoing support.

The firm’s financial planning covers cash flow and budgeting, college funding, Social Security strategies, retirement, risk management, estate planning, and planning for people with special needs. Its tax services include personal and business tax return preparation, as well as strategies to address current and future income taxes. An IRS Enrolled Agent is available to prepare returns and represent taxpayers before the IRS. Encourage Financial also provides portfolio management, supervising investment accounts and tailoring strategies to clients’ risk tolerance and investment objectives.

The firm describes its advice as independent, with the flexibility to consider solutions from multiple providers. Its planners hold the CERTIFIED FINANCIAL PLANNER® designation, and its special needs planners have earned the Chartered Special Needs Consultant® designation.