Welcome Home.
Our partnership is designed to provide NCACPA members with exclusive access to comprehensive financial planning, property & casualty, and other consumer and commercial insurance products through Encompass.
As CPAs, you're constantly advising clients on their financial health. Our partnership helps your clients and you in a way you have yet to experience. Our partnership empowers you to secure your financial future, as well as that of your family and business, with a trusted partner familiar with the needs of financial professionals. We invite you to a seat at our table.
Your Trusted Partner in Comprehensive Financial Guidance
As a valued member of the NCACPA association, you understand the complexities of financial landscapes. You and your clients deserve nothing less than expert, integrated financial solutions. You've come to the right place.
Our dedicated services are designed to provide clarity, security, and strategic growth across all key areas of financial well-being:
At Your Service
Your Trusted Partner in Comprehensive Financial Guidance
As a valued member of the NCACPA association, you understand the complexities of financial landscapes. You and your clients deserve nothing less than expert, integrated financial solutions. You've come to the right place.
Our dedicated services are designed to provide clarity, security, and strategic growth across all key areas of financial well-being:
-
Our Property and Casualty (P&C) team helps you protect assets from risks like fire, theft, and accidents, business continuity, covering both property damage and liability.
-
Investment management strategically handles financial assets (stocks, bonds, real estate) to meet investor goals, balancing risk and return.
-
Retirement planning for large or small family businesses involves complex succession, valuation, and tax strategies to ensure the owner's financial security and the business's continuity.
-
Estate planning arranges asset transfer upon death or incapacity, minimizing taxes and ensuring wishes are met for beneficiaries and loved ones.
-
Estate planning arranges asset transfer upon death or incapacity, minimizing taxes and ensuring wishes are met for beneficiaries and loved ones.