Broker Check

Client Support Portals

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

eMoney Client Portal

This link takes you directly to your eMoney personal login to review your financial account.  You can make account profile changes, review your balances, and have a very strong overview of your overall financial strength in one convenient location.  Check it out!

eMoney Client Portal

Canopy Tax Client Secure Portal

Our firm offers our clients a secure portal where clients can access copies of their sensitive documents such as tax returns and W-2s.  To access this website click the link below!  If you have not yet been invited to this portal, but would like to, please contact Sharon at Office@EncompassFinancialServices.net and request an access e-mail.

Client Portal Link

Personalized Medicare Portal

To get a personalized quote for your Medicare/Medigap Insurance needs via our secure internet portal you will need to send an email request to JMinner@EncompassFinancialServices.net. Upon receiving your request, we will send you a link that will take you outside our webpage to our custom Medicare Insurance portal where you can review your insurance options prior to meeting with us. You can even enroll yourself right through the website.  

If you already have created a personal Medicare Profile with us, you can click on the link below which will take you to our Medicare Enrollment web portal.  This link will redirect you to a website outside our main webpage where you can go to evaluate insurances policies without feeling any pressure at all.  From there, if you have any questions, you can give our office a call and we'll gladly help you out!  (Please note, this link should only be used if you already have an account profile established with our firm.  Please do not create a user profile unless you receive a personalized link from our office.)

Personalized Medicare Portal

Bright Health Insurance

There are many companies that offer personal health insurance that are out there. A new one to the Tennessee market is Bright Health. We work with this company to provide health insurance options that might meet your needs. Take a look to see what Bright Health has to offer for insurance and if you have any questions, give us a call!

Bright Health Quote