Please do not put off future planning

Retirement lifestyle is in you hands. Attend an upcoming dinner seminar.

Do you have confidence in your retirement strategy? Or are you a gambler willing to let wishes and hopes replace actual planning? Please allow us to present some ways you can own all your tomorrows, by attending an upcoming complimentary dinner seminar.

Fill out the information below to register for an upcoming dinner event.

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We help simplify the finances of our clients

We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

Request our Retirement Kit which includes three separate guides that address several topics you should consider when planning your retirement.

Retirement Kit

If you imagine it, we can help you achieve it.

If you realize you may well live into your 80s or 90s, you know you may need help to develop a real strategy for 20 or more retirement years. Please allow us to present these ways you can own all your tomorrows, by attending an upcoming complimentary dinner seminar.

Register for an upcoming dinner seminar

At Epic Trust Investment Advisors LLC, helping you meet your financial needs is our FIRST priority.

Epic Trust Investment Advisors LLC has been working with friends and neighbors throughout the greater Tri-Cities, Washington area to help meet their financial goals through the use of insurance and investment products.

Have Questions?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory & Financial Planning Services offered through Epic Trust Investment Advisors LLC. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Epic Trust Investment Advisors LLC, and its affiliated companies.

Epic Trust Adviors LLC is NOT a chartered bank, trust company, or depository institution.