James Tewalt
Mary Tewalt
Brandon Tewalt
Barbara Lucas
Alex Miller
Steven Rust
Scott Isaacs
Randy Houston
Nate Iwinski
“I worked with Amber on my life insurance policy for me and my husband. She found the perfect set up for us to ensure God forbid anything happens to me or my husband our little family will be taken care of! Thank you Amber for all of your hard work!”
Wealth Management & Retirement Planning in Glendale, AZ
EPS Wealth Management
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Building wealth and ensuring financial stability for the future is a goal that resonates with many of us.
Having a reliable income stream that significantly exceeds basic expenses can open doors to a fulfilling retirement, full of travel, activity, and generosity.
If you're looking for strategies on wealth building or management, income planning, or safeguarding assets, we would be happy to share and explore ideas with you. Whether it's investment diversification, tax planning, or ways to structure income for long-term sustainability, there are many pathways to financial confidence. Is there a particular aspect of financial planning that concerns you right now? Call us or use our website calendar to book a no cost, no obligation consultation.
EPS Wealth Management is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
Speak with EPS Wealth Management today
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Retire with confidence
Our Planning Process
Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
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Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree.
We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
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Longevity
Outliving financial assets as the result of a longer life.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
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Our Services, Your Future
We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.
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Wealth Management/Investment Planning
Maximize the growth potential of your investable assets in accordance with your risk tolerance and financial goals.
Tax-Free Retirement Income Planning
Support your retirement income plan with accumulation and tax-free distribution strategies in retirement.
Retirement Savings Optimization
Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.
Long-Term Care Planning
Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.
Tax Planning
Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.
Social Security Optimization
Understand the benefits you are entitled to and how to maximize Social Security income in retirement.
Medicare Planning
Develop solutions for healthcare expenses not covered by Medicare, a federal health insurance program.
Income Planning
Design an income plan that delivers dependable income and financial security throughout your retirement.
Legacy and Estate Planning
Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.
College Funding
Make the investment in your child or grandchild’s future with the gift of a college education through life insurance.
Disability Insurance
Explore options to protect your income in the event of an illness or injury that prevents your ability to work.
Inflation Protection
Develop strategies to protect assets against the effects of inflation.
Liquidity Needs Planning
Ensure access to assets to meet life’s unexpected needs.
Mortgage Protection
Safeguard your loved ones and your home with mortgage protection so they can afford to keep your family’s home.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Meet The Team
Smart Money Tips in Action
Financial Literacy Videos
Inflation Destroying Our Purchasing Power | How To Combat Inflation| Jim Tewalt CFP
Jim Tewalt | Should I Own Gold Or Silver?
How To Grow Your Wealth | How to Avoid the Pitfalls Of Financial Planning
Today’s Retirement
IS DIFFERENT
YOU HAVE:
- New adventures
- Turning a hobby or passion into a business
- Volunteering and serving, along with charitable giving
- Spending time with grandkids and family
- Living with assurance and financial peace of mind
Initial Consultation
WHAT TO EXPECT
Together we will review your insurance policies, taxes, investments and estate plan documents, answer questions, address your concerns and explain how we are compensated.
Online, virtual meetings available!We take a look at all your financial, investing income options.
We take a “macro” and a “micro” look at what you are doing now.- Have you overlooked any essential areas?
- What are your risk tolerance and goals?
- Are the things you are doing appropriate for you?
Ready To Talk?
SCHEDULE YOUR COMPLIMENTARY FINANCIAL REVIEW TODAY!
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