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Richard D

CFP®, Series 63, Series 65

West Linn, OR

Encompass Financial Planning

Richard Dougall is a CFP® professional with 18 years of experience in financial advising. He is the principal and sole advisor at Encompass Financial Planning, where he has worked since 2017. Prior to that, he was with Northwest Wealth Advisors and operated Dougall Financial Group. Encompass Financial Planning is an independent registered investment adviser serving mid-career professionals, individual investors, trusts, and small businesses. The firm provides comprehensive financial planning, discretionary investment management, and retirement-plan advisory services, typically using long-term, asset-allocation oriented portfolios informed by modern portfolio theory and supplemented by fundamental and technical analysis.

Social Security optimization General retirement planning Cash flow / budgeting Mid-Career Professionals
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