Encore Financial
Encore Financial
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    • Purpose Planning
    • Investment Management
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    • Home
    • What We Do
    • Services
      • Purpose Planning
      • Investment Management
    • Current Clients
    • Contact
  • Home
  • What We Do
  • Services
    • Purpose Planning
    • Investment Management
  • Current Clients
  • Contact

Retire with a purpose

Are you truly ready for retirement?

Contact Us

Do more of what you want with confidence

Find Your Purpose

Organize Your Financial Life

Organize Your Financial Life

Let us identify your life's purpose and plan steps to work toward those life goals.

Organize Your Financial Life

Organize Your Financial Life

Organize Your Financial Life

From income and tax planning to investments, we do the hard work for you.

Make Great Decisions

Get Personalized Care

Get Personalized Care

Lean on our expertise to help you make good decisions. 

Get Personalized Care

Get Personalized Care

Get Personalized Care

You get a direct line to your dedicated to help you along the way. 

Casey Griesemer

Meet Casey

I have been a licensed financial advisor since 2013, first at Edward Jones, then running a private practice since 2019.


I would love to talk with you about your finances. I work closely with individuals regardless of asset size to help them organize their finances to work toward their purpose.


I live in Bonney Lake, Washington with my family and dogs. We get out in nature as much as we can. We are happy to be out of the heat as recent Texas transplants. 


Your future is important. Let us guide you.

The program involves meetings held online, over the phone, or in person

Step 1: Personal Discovery Meeting

We listen to what you want out of your retirement

Step 2: Gather Documents

Upload tax returns, trust documents, investment accounts, etc. Sometimes, this will be extensive. We need this information to start planning.

Step 3: Plan Presentation

You will get a financial stragtegy and investment plan.

Step 4: Implementation

Strategize resources to help get the job done from a financial expert.

Step 4: Ongoing Support

Have a dedicated advisor on call.

Are you ready to get your house in order?

Drop us a line!

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Schedule a call directly from our calendar

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15413 1st Avenue Court South, Tacoma, Washington 98444, United States

817-373-5525


Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.


 Encore Financial is not registered as a broker-dealer or investment advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IL, WA, PA, and TX.

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