EPS Wealth Management Services - Our Services

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

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 Financial and Business Services

Wealth Management

  • Personal, written financial plans and advise
  • Investment portfolio management
  • Custodian Charles Schwab
  • Gold, silver, precious metal, and gem procurement

Insurance Services

  • Fixed and Indexed interest annuities
  • Life Insurance – term, permanent, hybrid, etc.
    • Needs analysis
    • Plan type selection
    • Many carriers – non-captive
  • Long term / home / frailty care planning
  • Traditional, asset based and hybrid long term care policies
  • Other lines referred (homeowners, auto, property, and casualty

Estate Planning

  • Living trust portfolios
  • Trust administration
  • Wills, powers of attorney (financial and health care)
  • Probate
  • Personal tax services

Business Services

  • New business setups; LLC’s, corporations, non-profit organizations
  • Operating agreements and by-laws
  • Buy – Sell agreements
  • Business taxes
  • Trust protection of business assets