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Your Financial Guide and Partner For Life

Your financial future is built on the actions you take today. Let Epic Trust be your guide and partner for all things related to money. Our mission is to empower you financially—to accomplish your goals, get organized, stay accountable to your dreams, and attain peace of mind whether you are a business owner, professional or employee. We provide you with the tools, resources and education to help get you there faster, smarter and more prudently.

Your Financial Guide and Partner For Life

Your financial future is built on the actions you take today. Let Epic Trust be your guide and partner for all things related to money. Our mission is to empower you financially—to accomplish your goals, get organized, stay accountable to your dreams, and attain peace of mind whether you are a business owner, professional or employee. We provide you with the tools, resources and education to help get you there faster, smarter and more prudently.

A Multi-Disciplined Approach

Tax and Accounting

Tax and Accounting

  • Tax and accounting for individuals and businesses
  • Individual tax returns
  • Tax planning / tax mitigation
  • RMDs (required minimum distributions)
  • Roth conversion planning
  • Quarterly returns
  • Corporate tax returns
  • Corporate tax planning
  • Payroll / payroll taxes
  • Bookkeeping / accounting

Insurance

Insurance

  • Risk analysis plans and policies for individuals and businesses
  • Property & Casualty policies - auto / home
  • Umbrella liability
  • Life insurance
  • Annuities
  • Long-term care insurance
  • Health insurance policies
  • Group health insurance for business / medical / dental / disability
  • Property & Casualty policies - business insurance / vehicle & fleet insurance
  • Key man insurance / employee retention and succession

Investments / Financial Planning

Investments / Financial Planning

  • Financial planning for individuals and businesses
  • Wealth management / portfolio management
  • Separately Managed Accounts
  • Alternative investments
  • Retirement planning
  • Retirement income planning / Social Security optimization
  • Estate and tax-advantaged wealth transfer strategies

Business Services / Benefits

Business Services / Benefits

  • Retirement plans - 401(k)s, 403(b)s, SEP IRAs, etc.
  • HR / payroll / bookkeeping
  • Group health benefits / medical / dental / disability / HSAs / HRAs
  • Bonus packages / key man insurance / employee retention / succession planning
  • Business liability insurance
  • Investments
  • Cash flow planning

A Multi-Disciplined Approach


Tax and Accounting



Insurance



Investments / Financial Planning



Business Services / Benefits


About Epic Trust Financial Group

Our team is experienced in multiple disciplines working together. Your custom financial plan can encompass taxes and tax planning, risk management/insurance strategy, your business (if you have one), your retirement plan, investments, and estate/wealth transfer solutions. We provide advice which is in your best interest, and as an independent firm, we have relationships with many financial institutions, enabling unbiased advice.

Comprehensive Services

Help with as much, or little, as you need.

For Individuals

No matter what your stage of life, a financial plan can help you accomplish your financial objectives now and through retirement. We provide you with multiple perspectives, including tax pros, to help you succeed financially.
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For Business Owners

Business owners are so busy juggling priorities and dealing with day-to-day issues that they may lose sight of their larger financial picture, including taxes. Growing a successful business includes setting yourself up for success.
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Don't Wait to Get Started

Most people have one area of their money that they need help with right now. Let’s start there and when the time is right – either now or in the future – we can introduce you to the rest of the team to get your whole financial life working smoothly together and on track.

Call 509.582.2047 or fill out the form below and we will get back to you shortly.