You have enough to worry about. Your financial future and investment strategies shouldn’t be one of them.
Today’s Retirement is Different
- 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
Investment Strategies with your Lifestyle in mind…
EPS Wealth Management is a family, wealth-building and management firm that offers financial growth products and services to help business owners, individuals, and families become stronger financially. We assist you in setting your financial making appropriate investing decisions and select relevant financial products and services.
With our 40+ years of proven investment strategies, and our wealth builders, we can custom-tailor an income-focused, wealth management plan for you and your family’s future.
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 “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?
Financial Freedom can be Yours!
Whether you own a business or are employed, we can help you create a personal, written plan to identify your financial dreams and goals and move toward financial freedom.