Gill Capital Partners knows that money is personal. Introducing EncompassSM, a 360° approach to planning, investing and managing all aspects of your financial life — designed to give you back time and peace of mind. Encompass is a customized solution in eight different, yet intertwined financial disciplines. Once you are set-up, you can track every aspect of Encompass online through eMoney Advisor. For an in-depth look, take a tour of Encompass. And whether you need one, or two, or all eight services, we will develop the right offering for you.

Money Management
Analyzing your asset allocation and recommending appropriate diversification

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Estate Planning
Preparing your money for the family and your family for the money through wills and trusts

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Tax Planning & Preparation
Recommending the most advantageous tax strategy to protect your net worth

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Insurance Planning
Ensuring the right coverage using efficient vehicles to create and protect your estate

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Education Planning
Navigating options for your children, including 529s, Education IRAs and more

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Charitable Giving
Giving back made easy and rewarding as you learn about various donor options

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Retirement Planning
Determining the strategy based on the market and your proximity to retirement

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Cash Management
Overseeing the care and handling of daily accounting, such as bill pay and budgeting

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SEPTEMBER 2009 - Review what's driving the markets and how you can capitalize on trends.

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See how Encompass covers your financial bases

Get back time and peace of mind
Encompass will streamline all financial aspects of your life

One-stop shopping
Track all accounts in one place through the Encompass eMoney site

Launch Encompass tour