Epic Financial, LLC
Introduction: Focused on Financial Planning:
Financial planning and investment management are often used interchangeably. But, selecting appropriate investments is only one part of becoming successful. We believe doing the right thing with your money is not exclusive to which investments you should use.
Priced For You:
Our monthly retainer service model we can provide the type ongoing financial planning, advice, and management you are looking for without the need for a million dollars or having to buy something. We committed to offering services that fit you.
Our goal is to help you become financially successful and plan for the future life you want. We pay for our lives on a monthly basis, so why wouldnt you pay for your financial planner monthly?
Payment methods
Ask this pro about their preferred payment method.