Individuals

Epic Financial Help for Individuals

Let’s face it, it’s practically impossible to be an expert at what you do for a living and be an expert in every area of your finances that need your attention – like taxes, investments, insurance, financial planning, estate planning, etc. That’s where we come in. Whether you only work with one of our service areas or you choose to have us help you with your entire financial life, we believe you deserve to enjoy your money and the life that your money allows you to have.

A Menu of Services

When you work with the professional team at Epic Trust Financial Group, you can leave any stress about dealing with money issues behind, because we are here to provide you with the tools, resources and education to help get you to your personal financial goals faster, smarter and more prudently. At Epic, we pledge to operate as your partner and guide, helping ensure you don’t overpay for financial help or products that don’t make your life better. We can help with as much or as little as you need.

A Menu of Services

When you work with the professional team at Epic Trust Financial Group, you can leave any stress about dealing with money issues behind, because we are here to provide you with the tools, resources and education to help get you to your personal financial goals faster, smarter and more prudently. At Epic, we pledge to operate as your partner and guide, helping ensure you don’t overpay for financial help or products that don’t make your life better. We can help with as much or as little as you need.

Taxes
We can help with tax returns and tax mitigation planning; we have CPAs and EAs (enrolled agents with the IRS) on staff.
Investments
Based on your goals and time horizon, we can help you choose and manage investments. We are independent and offer choices from multiple financial firms, providing investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. As a fiduciary, we are legally obligated to put our clients’ interests first.
Insurance
We can help you with insurance to protect you from financial loss by providing home, auto, life, annuities, disability, long-term care insurance and more. Some new tax-advantaged life insurance policies also offer living benefits in addition to protecting beneficiaries; they can be thought of as an alternative asset class which can participate in market growth while protecting you from downturns, too.
Financial Planning
It all starts here. A financial plan organizes your whole financial life into one document as your personal roadmap to achieving your goals.
Retirement Planning
When your paycheck stops, you need a reliable stream of income as well as protection from excess taxation in retirement. We can help you optimize Social Security benefits, too.
Estate Planning
Everyone needs estate planning. We can work together with you and your attorney to put together documents and find tax-advantaged wealth transfer strategies.

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.