EPIC

EPIC Employee Financial Planning

Epic Stock Plan Review

Take Charge of your Epic 401(k)

Epic Expertise

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What Epic employees have to say about us

Alan Rodriguez says we relieve the stress of worrying about finances.

Bostelmanns

Kat Bostelmann says we are her advisors for life!

George's client

Jack Smith says we help them stay on track for their goals!

Tech Support for your Financial Life - Without the Hold Times

From budgeting to estate planning, we can help organize and maintain a robust financial plan.

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.

Looking for a local ally instead of a 1-800 number for your financial questions?

We are your personal resource for understanding your 401k, stock plan, and how those and others fit into your long term financial goals.

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Unique 401k opportunities available in your plan

You have the ability to do a mega backdoor Roth, have a professionally managed 401k, self directed 401k and more, lets make sure you are aware of all of your options!

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Why your financial planner should be an expert in your employee benefits

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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