Wealth management strategies that MAXIMIZE cash flow, income and legacy distribution,while minimizing taxation and managed risk
who we are
We are here to manage your plan with experience.
Expect an education. We will initially go through the three ways to accumulate monies. We will review how taxation effects those three ways. We will review what impact those three separate ways will affect one’s social security when you go to start collecting social security.
Business Owners are a main focus of my business. Mainly because business owners work IN their business, not ON their business. They focus on growing their business; managing the day to day operations, deal with employees (Running a day care), chasing money, making their next sale, dealing with taxes (town, state and federal) and focusing on growing their business for the future.
Give us a Call: 860-930-5330
CEO and Founder of Encompass
Areas of Expertise
I can show you how to accomplish everything that you’re planning for.
I work with business owners to plan for THEMSELVES and plan for an exit strategy.
If your Business isn’t where you want it to be. If you feel that it isn’t living up to it’s full potential.
I will show you the different ways that you can grow your account(s); TAX EFFICIENTLY, having complete access to and being in complete control of.
Wealth management strategies that MAXIMIZE cash flow, income and legacy distribution, while minimizing taxation and managed risk.
What client's say?
Peter D. (Connecticut)
“Brian, I enjoy our conversations… I ALWAYS learn something from you..”
Mike A. (Massachusetts)
“Getting closer to retirement, I had no idea how taxes would effect what I THOUGHT I’d be getting..”
Why choose our firm?
Years of Excellence For Business and Personal Wealth
Brian Michaud has been in the financial services industry since 2007. His main focus is to put his clients IN COMPLETE CONTROL OF THEIR OWN WEALTH.
Business Owners are a main focus of my business. Mainly because business owners work IN their business, not ON their business.
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