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Happy Halloween from Eikenberry Retirement Planning!

by Encompass Wealth Group | Oct 31, 2020 | Uncategorized

Halloween Event

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Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

Investment Advisory Services are offered through Brookstone Capital Management, LLC, (BCM) a Registered Investment Advisor. 1745 S. Naperville Road, Suite 200 Wheaton, IL 60189 www.brookstoneCM.com (630) 653-1400. Additional information about BCM is also available on the SEC’s website at www.adviserinfo.sec.gov. However, please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training. BCM and Encompass Wealth Group (EWG) are independent of each other. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. For a complete description of investment risks, fees and services, review the BCM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting BCM.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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Financial Services
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