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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. Epic Trust Advisors LLC is a registered investment adviser in the states of Arizona, Nevada, Oregon, Utah, and Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. 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. © Copyright | All Rights Reserved