Perhaps the best consulting and wealth management team in the united states
Kai Hoffman 092025
Encompass Group
Retirement Strategy & Financial Leadership for Medical Practices
Encompass Group helps Practice Owners, Business Owners, and financially successful individuals prepare for their exit or transition—whether 2 years or 20 years away. We implement strategies that maximize business value, reduce taxes, and increase retirement cash flow. Working on your timeline, we gather the right information, present clear options, and manage full
implementation. Our goal is a lasting partnership, adjusting plans as circumstances change and guiding the sale or transition, to achieve the best possible outcome.
The reason I am handing this to you is because I believe you need to have a conversation with this company. The information they share will change your financial future for the better.
What Encompass Group Brings
Design customized retirement plans (qualified & nonqualified), deferred compensation, cash balance, or hybrid plans that align with both individual executives’ goals and institutional constraints.
Fractional CFO / financial leadership to optimize cash flow, asset protection, business valuation, succession planning.
Structuring compensation, incentives, retirement benefits that are competitive, compliant (ERISA, tax, regulatory), transparent; aligning benefits with retention & performance.
Support for medical staff and financial teams with tools, education, financial wellness, and benefit communication — ensuring everyone understands their future.
Build in succession, sale, or retirement exit strategies so you leave the practice on your own terms.
Why Encompass Is Different & Credible
- Deep experience advising medical practices, especially the financial functions and retirement/executive compensation spaces.
- Blend of business strategy + financial certainty: not just theory, but helping clients implement systems, tax-efficient structures, and exit planning.
- Understanding of regulatory, operational, and market pressures in medicine (e.g. reimbursement, overhead, scheduling, compliance).
- Personalized & fractional leadership: you get expert level advice without needing a full in-house executive team.
- Partner-oriented: we work with your operations & financial teams to integrate these strategies with what’s already in place.
- Better retention of your top medical talent (physicians, CFOs, clinical leads) through competitive retirement & compensation packages.
- Reduced tax burdens and increased financial flexibility in your personal and business life.
- Predictable pathways for your own transition / exit from practice without leaving value behind.
- Peace of mind knowing you have a plan, not just hopes.
- A more financially stable, efficient, and motivated practice.
How It Works
- Discovery & Assessment
We meet with your leadership / financial team to understand current retirement benefits, compensation practices, long-term goals, and financial performance. - Strategic Design & Modeling
We propose tailored retirement / executive compensation solutions (qualified, nonqualified, cash balance, deferred comp, etc.) and model financial scenarios, tax impact, and retention outcomes. - Implementation Support
Helping with plan administration, compliance, partner selection (trustees, recordkeepers), benefit communication, internal workflows. - Ongoing Monitoring & Adjustment
Regular check-ins as regulation, tax law, practice revenue, and talent needs evolve; adapt the strategy so it keeps working.