Epic Financial, LLC is a fee only financial planning firm. We provide financial planning and investment management services to individuals, couples, and families.
Our typical clients tend to be professionals, entrepreneurs and hard workers who want to make sure they’re taking the right steps toward financially secure futures. They tend to be pretty “down with it” when it comes to finances, but they know there are things they may be missing and want someone to provide a second opinion.
We do not earn sales commissions, referral fees, or kickbacks of any kind.
Gen X to Gen Y
We have experience working with those just getting started to those just starting to think about retirement.
Our typical clients tend to be professionals, entrepreneurs and hard workers who want to make sure they’re taking the right steps toward financially secure futures.
That’s the beauty of Epic Financial: there are no minimums for those just starting out and no sales bull for those already on their way. Just sound advice without the sales.
Focused on Financial Planning
Financial planning and investment management are often used interchangeably. But, selecting appropriate investments is only one part of becoming successful. We believe doing the right thing with your money is not exclusive to which investments you should use.
We provide comprehensive financial planning, which can include services such as: cash flow, retirement planning, debt management, estate planning, insurance planning, tax planning, mortgage analysis, career planning, and investment management.
Priced For You
Our monthly retainer service model we can provide the type ongoing financial planning, advice, and management you are looking for without the need for a million dollars or having to buy something. We committed to offering services that fit you.
Our goal is to help you become financially successful and plan for the future life you want. We pay for our lives on a monthly basis, so why wouldn’t you pay for your financial planner monthly?
We’ve been providing financial advice for nearly a decade to clients from diverse backgrounds.
We know a lot, but the most important thing experience teaches, is that we can’t know it all. We are dedicated to continually learning and building relationships with other professional experts so our clients get the best advice possible.
Credentialed – CFP®
The CFP® designation is the recognized standard of excellence for advisors providing competent and ethical personal financial planning. In order to obtain the CFP® designation an advisor must:
- Possess a college degree
- Complete CFP® specific course work
- Have a minimum of 3 years of professional experience
- Pass a comprehensive exam
- Maintain continuing education credits
- Adhere to strict ethics requirements
We are Fee-only which means we do not earn commissions, referral fees, or kickbacks of any kind. These hidden under-the-table type payments breed conflict of interest between advisors and clients. The only compensation we receive for our services is directly from you. We never sell any kind of investment or insurance product.
A big word with big meaning. Our clients deserve a financial advisor that is fully committed to doing what is in their best interest. Our status as registered investment advisor requires that we put your interest ahead of our own. Other investment brokers or insurance sales people are only required to provide “suitable” options.
In other words, we treat you like we’d treat our mom and dad.
You probably wouldn’t go to a doctor or lawyer that wasn’t working in your best interest. Why would you choose a financial advisor differently? Rest assured we are working in your best interest, not just trying to sell you a product that earns them the largest commission.
We Work Virtually
We know how annoying it can be to take time off work or use vacation days for appointments. It’s not always convenient and we know you’d rather use your vacation doing something fun. By providing our services virtually, you can receive advice in an efficient and convenient way.
We also work with clients locally and across the country. Whether you’re next door or across time zones we’ve got you covered.