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Services

How We Work

Whether you are an individual, have a family, own a small business or are planning for retirement,  Encompass has the personalized service you seek. No matter where you need assistance - income tax preparation, retirement planning, or long-term financial investments, we are a trusted partner for your financial journey. Our clients appreciate the importance of expert guidance in managing their finances and are committed to making informed decisions for lasting financial well-being.

Upcoming Events

We will be holding our annual Shredding Event on Friday, April 24, 2026 from 12:30pm - 2pm. 


Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Tax Preparation

Income Tax preparation – personal, business, trust & estates

Payroll Services

Sales Tax Filings

Bookkeeping

Business Setup & Registration

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

aatherton@osaicwealth.com |  810-767-7000