Ever heard the old saying?
The bank is only willing to lend you money when you don’t need it?
Most financial advisors have follow this same backward logic. It seems they are only willing to help those who are already financially successful, not those wanting to become successful.
Many are looking for advice to make sure they are doing the right thing, but no one is there to help. If you don’t have the multi-million portfolio minimums of your “father’s financial advisor” or sitting through a mediocre steak dinner to hear a sales pitch isn’t for you, you’ve probably come up short.
If you’ve ever felt this way, it’s not your fault. We’re here to change that.
Here’s our story:
Epic financial started 15 years ago when our founder, Trace Tisler, CFP® was in college. During this time he planned to work for a non-profit organization after graduation.
I knew I wouldn’t be making a lot of money, so I figured that I should know how to best use the little money I did make.
Trace graduated from Kent State University with a degree in Finance and went to work for the non-profit for a year. When life changed, he sought to use his education in the field of personal finance.
He hired in at a nationally recognized wealth management firm. By the age of 27 he had obtained the CFP® designation and was promoted to “Director of Wealth Management.”
I had a nice corner office, a great income, and was responsible for the management of more than $100 million of client’s investments.
Most of our clients, weren’t big time CEOs or internet entrepreneurs. They were ‘mom and pop’ types that did the best they could with the money they earned. After years of hard work and taking the right steps, they had a comfortable retirement in front of them. Also, they met the firm’s million dollar portfolio minimum.
My time there reinforced my early perception that, doing the right things with your money is more important than how much you make.
The problem was, he wanted to help people become successful with their money. Not just help those that had already made it.
“There wasn’t much I could do if they didn’t meet the minimums. I started hearing stories of friends and family feeling patronized by their ‘father’s financial advisor’ or feeling like that multi-level-marketing-financial sales pitch may not be for them.”
Maybe you’ve felt the same way or had a similar experience. You want some advice, you want to do the right thing, but you no one seems interested or able to help.
It’s not your fault. The old ways of doing business just aren’t conducive to helping folks like you.
But, what if you design a new business model designed exactly for your situation?
That’s the heart of Epic Financial. Our no minimums, no sales business model is designed to allow you to get the advice you are looking for.
Through 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.
Using this model we can help those just starting out and trying to balance your new career, college debt, and savings or those starting to think about retirement and wondering if they have enough and what to do with it all.
Most of us pay for our lives monthly. Gym memberships, cell phones, utilities, health insurance. Why not pay for financial advice the same way?
That’s what makes us a bit different.