Perhaps the best consulting and wealth management team in the united states

Patrick Dowling

Patrick Dowling

Encompass Group

Patrick Dowling

I want to thank you for speaking with me today about the additional benefits being offered through your workplace. What I have found is that people’s needs extend beyond what is being offered at work. I want to be a resource for you for other needs and wants that you may have thought about…


I can also assist you with the following:

  • Non-traditional Retirement Planning (Tax Free Retirement Planning)
  • Life Insurance (and how to use it while you are still living)
  • Long Term Care Insurance

These discussions would need to be held off company time. Meaning, we would need to schedule an appointment outside of work. We can meet at your house, a coffee shop or my office. If Zoom would be more convenient, we can even do that.

I’d like to set a few expectations for when we meet:

  1. Expect an education.
  2. We are not looking to sell you anything.
  3. It is YOUR decision if you take action or not.
  4. This is ALL out YOU. Not us.
I appreciate the conversations we’ve held. Never hesitate to reach out to me for assistance. pdowling@trustencompass.com or 413-537-8188
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