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
- 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
- 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
- Trust Administration