Services

investing growth income

EPS Wealth Management is a subsidiary of Estate Planning Solutions, Inc. (EPS) We are a financial services company whose mission is to provide relevant, financial planning advice in a no-pressure setting. You may then make informed decisions about your financial future. 

We then offer, through our sister companies, an array of products and services from a variety of financial services companies to implement your decisions. After implementation, we meet with you periodically to monitor progress.

Our goal is to build a long-term relationship with you to facilitate your financial success.

Our Financial and Business Services

EPS-RIA, LLC

  • Personal, written financial plans & advice 
  • Investment Portfolio management through Charles Schwab

Estate Planning Solutions, Inc.

  • Fixed & Indexed Interest Annuities 
  • Life Insurance – Term, Permanent, Hybrid
    • Needs Analysis,
    • Plan Selection; Term, Permanent, Hybrid
  • Long Term/Home/Frailty Care Planning – 
  • Traditional, Asset Based & Hybrid Long Term Care Policies
  • Tax Qualified & Arizona Long Term Care Partnership Policies
  • Gold, silver, precious metals, rare coins, gemstones

EPS-DOC-PREP, LLC

  • Living Trust Portfolios
  • Wills, Powers of Attorney (Financial and Health Care)
  • New business setups; LLC, corporations, non-profit corporations
  • Operating Agreements & By-laws
  • Buy – Sell Agreements
  • Probate
  • Trust Administration