EPS Wealth Management Services

Investment Strategies with your Lifestyle in mind

Have you amassed a king's ransom in wealth, or beginning your investing journey? Are you in the accumulation phase of your life or retired and trusting in your investment portfolio to help fund your Lifestyle for another twenty to forty years?

Do you have a "bucket list?" Do you have dreams, desires, goals you have yet to accomplish? Are you a giver with a passion for making this world a better place for those less fortunate?

We have watched clients and others make financial decisions in all areas of their planning, some that worked, and others that failed miserably. One truth stands out. Decisions made in agreement within the context of a written, personal plan that focuses on long-term results and generating predictable income streams invariably turn out well.

Investing in building income is a proven strategy used by the wealthy to accumulate, wisely use, and ultimately transfer their money to the next generation. We promote a system for building predictable income streams without selling off shares.

We believe in this strategy because we have watched it work for others. We have seen this plan keep investors invested even during down markets. They stay the course because they see their plan working harder when share prices are depressed. Reinvested income distributions can buy more shares when those share prices are lower.

At EPS Wealth Management Services, we use powerful retirement analysis software to help you visualize your retirement – one year at a time. People who can "see" the future can better reverse-engineer their plans and financial decisions to better meet their future needs and goals.

We are a Family Wealth-building and management office, a guide at your side to help you create a plan and then implement your plan by purchasing appropriate products and services. We meet with you regularly to monitor progress and keep you on course. We are in the business of building long-term, mutually beneficial relationships.

We have over 40 years of experience helping clients choose proven investment, insurance, tax, and estate planning strategies to build a custom-tailored, income-focused, wealth management plan for you and your family. Call us at 623-537-3657 for a no-cost, no-obligation consultation.