Encore Financial Services, Inc.

 

 

 

 

Welcome!

Encore Financial Serivces is a full-service, fully-integrated, financial solutions provider.

We assist our clientele with a variety of life-stage planning issues and provide detailed recommedations with total plan implementation.  Our services include but are not limited to:

  • Financial Independence and Retirement Planning
  • CDs - Cetificates of Deposit (FDIC Insured)
  • IRAs, 403Bs, 401Ks, Pension Plans
  • Immediate or Deferred - Fixed & Indexed Annuities
  • College Funding Strategies
  • Wills, Trusts & Estate Planning*
  • Disability Income Income Insurance and Supplemental Coverage
  • Individual & Group Health Insurance Policy Design
  • Life Insurance and Survivorship Planning
  • Long-Term Care Planning
  • Cancer Insurance and Critical Illness Coverage
  • Medicare Supplement and Plan D Coverage
  • Home Equity Management and Mortgage Planning Services
  • Speed Equity and Mortgage Acceleration Planning
  • Small or Family Owned Business Benefit Planning

With over ten years of direct industry experience helping people build wealth, we focus our practice in meeting the needs of individuals, families and small family owned businesses.  Our mission is to provide our clientele with the best possible service by offering creative solutions, sound investment opportunity and quality coverage from the industry's leading product providers. We will strive to best serve you, your family and your associates.

Patrick Bonnett, President / CEO


Insurance products are offered independently through separate insurance carrier arrangements, Patrick Bonnett, General Agent, Nebraska Resident License #AG216945; Certain depository products such as Certificates of Deposit (CDs) are FDIC insured; Mortgage products offered through Eagle Mortgage, Inc., Patrick Bonnett, Mortgage Planner; *Estate, Trust, Wills and other Wealth Transfer documentation services provided through National Family Trust, Inc., Patrick Bonnett, Representative; Contract Notary Closing Services provided by Patrick Bonnett, General Notary Public, My Comm. Exp. May 31, 2010; Encore Financial is an Accredited Member of the Better Business Bureau; Patrick Bonnett is a member of the Society of Certified Senior Advisors.

Wednesday, July 23, 2008


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