Don’t waste time being confused, embarrassed, or stressed over money.
You deserve better.
We Believe You have the right to know where you stand financially. Our job is to crunch all the numbers so you can finally say “Goodbye” to the Anxiety or Embarrassment of not knowing if you’re on track for retirement.
Whether you’re enjoying retirement today or have 20 years to go, your investments matter and we’re here to help you make sense of all your options and the ones that are right for your specific circumstances.
Yes! – You’ve got this!
Imagine what it will feel like when you know you’ve done what it takes to Retire in Style. It takes careful planning, consistent saving, and a lot more to get here. We’ll work together to make it happen.
Have you decided what Retirement is going to look like for you yet? Whether it’s a house on the lake, traveling the world, enjoying your grand kids, or just loafing around the house – We’ll help guide you there! Bon Voyage!
Our wonderful staff will let you know what you need to bring for your first visit and get your appointment on the schedule to meet with one of our advisors.
In your first appointment we dive deep into your goals and get to know each other. Together we decide if it makes sense to move forward with the planning process. If yes, you invest in your plan and we get to work.
In your 2nd appointment, we review your goals and show any road blocks to retiring on time. You will know if your current investments match your actual risk tolerance and we’ll advise on what tweaks can be made improve it.
Now that you know where you stand, and have a clear picture of where you want to be, You choose how to implement your plan. you can do it on your own or give us the pleasure of guiding you on that path.
We ask questions to know the reasons behind your great savings habits. This lets us know your vision of how you want your money to serve you so you can enjoy life in retirement. We ask questions to know the reasons behind your great savings habits. This lets us know your vision of how you want your money to serve you so you can enjoy life in retirement.
We get an in depth look at what financial vehicles you’re using, and whether it would be appropriate to add horse power or more safety features.
We figure out what income streams will be available to you in retirement and how to best utilize each one. Then we run a Tax Clarity Report to let you know how taxes will effect your income in Retirement and determine ways to minimize their effects.
We care that you hit your goals. We monitor your progress to make sure your alignment stays straight into Retirement and beyond.
Epic Trust Investment Advisors LLC is an independent financial services firm helping individuals and families create Financial Plans and Manage Investments.
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. The information on this website is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific investment, legal, or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.
Epic Trust Investment Adviors LLC is NOT a chartered bank, trust company, or depository institution.
Epic Trust Investment Advisors LLC is an SEC registered investment adviser with registrations in Arizona, California, Nevada, Oregon, Utah, and Washington. The Adviser may not transact business in states where it is not appropriately registered unless it is exempt from registration in those states. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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